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 | $123,418 | $138,347-10.8% | $184,203-33.0% | $80,856+52.6% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.7pp | 67.6%+29.9pp |
| Annual return | 18.06% | 20.02%-2.0pp | 28.81%-10.7pp | 35.59%-17.5pp |
| Employer contribution / active EE | $5,532 | $4,850+14.0% | $6,427-13.9% | $2,755+100.8% |
| Participant deferral / active EE | $5,327 | $7,071-24.7% | $9,131-41.7% | $4,296+24.0% |
| Admin fee / account holder | $968 | $10,483-90.8% | $13,901-93.0% | $6,918-86.0% |