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 | $134,678 | $110,094+22.3% | $151,611-11.2% | $68,494+96.6% |
| Participation rate | 82.1% | 84.0%-1.8pp | 87.5%-5.4pp | 67.9%+14.3pp |
| Annual return | -15.09% | -10.12%-5.0pp | 3.33%-18.4pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,820 | $4,471-36.9% | $6,166-54.3% | $2,596+8.6% |
| Participant deferral / active EE | $6,702 | $6,527+2.7% | $8,363-19.9% | $4,027+66.4% |
| Admin fee / account holder | $7,045 | $7,719-8.7% | $11,616-39.3% | $5,403+30.4% |