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 | $137,810 | $109,359+26.0% | $162,163-15.0% | $72,985+88.8% |
| Participation rate | 96.9% | 84.3%+12.6pp | 87.6%+9.3pp | 69.5%+27.4pp |
| Annual return | 22.42% | 25.46%-3.0pp | 115.59%-93.2pp | 81.00%-58.6pp |
| Employer contribution / active EE | $4,923 | $3,907+26.0% | $5,614-12.3% | $2,440+101.8% |
| Participant deferral / active EE | $5,918 | $5,481+8.0% | $7,298-18.9% | $3,607+64.0% |
| Admin fee / account holder | $18,706 | $7,972+134.7% | $10,843+72.5% | $5,124+265.0% |