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 | $153,693 | $123,793+24.2% | $177,821-13.6% | $79,858+92.5% |
| Participation rate | 97.0% | 84.7%+12.3pp | 87.7%+9.2pp | 69.6%+27.3pp |
| Annual return | 14.46% | 22.82%-8.4pp | 48.32%-33.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $5,309 | $4,095+29.6% | $5,918-10.3% | $2,471+114.9% |
| Participant deferral / active EE | $5,336 | $5,956-10.4% | $7,714-30.8% | $3,740+42.7% |
| Admin fee / account holder | $1,000 | $7,243-86.2% | $12,427-92.0% | $5,306-81.2% |