Filed August 7, 2012 (most recent of 2 filings on file)
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 | $127,056 | $94,529+34.4% | $140,016-9.3% | $64,186+98.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.96% | 7.77%-14.7pp | 651.12%-658.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $5,067 | $3,812+32.9% | $5,606-9.6% | $2,381+112.8% |
| Participant deferral / active EE | $4,559 | $5,250-13.2% | $6,927-34.2% | $3,470+31.4% |
| Admin fee / account holder | $11,236 | $6,741+66.7% | $10,705+5.0% | $4,888+129.9% |