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 | $137,845 | $123,793+11.4% | $177,821-22.5% | $79,858+72.6% |
| Participation rate | 81.7% | 84.7%-3.0pp | 87.7%-6.1pp | 69.6%+12.0pp |
| Annual return | 12.97% | 22.82%-9.9pp | 48.32%-35.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,031 | $4,095-50.4% | $5,918-65.7% | $2,471-17.8% |
| Participant deferral / active EE | $5,347 | $5,956-10.2% | $7,714-30.7% | $3,740+43.0% |
| Admin fee / account holder | $1,978 | $7,243-72.7% | $12,427-84.1% | $5,306-62.7% |