Filed September 29, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,685 | $91,552+27.5% | $133,956-12.9% | $79,858+46.1% |
| Participation rate | 82.8% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.1pp |
| Annual return | 13.69% | 61.85%-48.2pp | 45.09%-31.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,801 | $2,384+59.5% | $3,919-3.0% | $2,471+53.8% |
| Participant deferral / active EE | $3,153 | $3,733-15.5% | $5,048-37.5% | $3,740-15.7% |
| Admin fee / account holder | $5,488 | $6,321-13.2% | $8,927-38.5% | $5,306+3.4% |