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 | $79,702 | $81,900-2.7% | $119,609-33.4% | $68,494+16.4% |
| Participation rate | 77.8% | 71.9%+5.9pp | 79.3%-1.5pp | 67.9%+9.9pp |
| Annual return | -13.85% | -23.82%+10.0pp | -14.97%+1.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $3,412 | $2,693+26.7% | $4,232-19.4% | $2,596+31.4% |
| Participant deferral / active EE | $2,744 | $4,148-33.8% | $5,602-51.0% | $4,027-31.9% |
| Admin fee / account holder | $5,793 | $6,582-12.0% | $10,323-43.9% | $5,403+7.2% |