Filed October 4, 2012 (most recent of 3 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 | $117,858 | $109,359+7.8% | $162,163-27.3% | $72,985+61.5% |
| Participation rate | 87.0% | 84.3%+2.8pp | 87.6%-0.5pp | 69.5%+17.6pp |
| Annual return | 24.65% | 25.46%-0.8pp | 115.59%-90.9pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,960 | $3,907-49.8% | $5,614-65.1% | $2,440-19.7% |
| Participant deferral / active EE | $5,336 | $5,481-2.7% | $7,298-26.9% | $3,607+47.9% |
| Admin fee / account holder | $1,962 | $7,972-75.4% | $10,843-81.9% | $5,124-61.7% |