Filed November 16, 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 | $87,201 | $94,529-7.8% | $140,016-37.7% | $64,186+35.9% |
| Participation rate | 78.8% | 84.1%-5.3pp | 87.5%-8.7pp | 69.6%+9.2pp |
| Annual return | -1.97% | 7.77%-9.7pp | 651.12%-653.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,373 | $3,812-64.0% | $5,606-75.5% | $2,381-42.3% |
| Participant deferral / active EE | $3,255 | $5,250-38.0% | $6,927-53.0% | $3,470-6.2% |
| Admin fee / account holder | $9,155 | $6,741+35.8% | $10,705-14.5% | $4,888+87.3% |