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 | $141,699 | $125,758+12.7% | $169,993-16.6% | $75,163+88.5% |
| Participation rate | 84.5% | 83.6%+0.9pp | 87.0%-2.5pp | 67.2%+17.3pp |
| Annual return | 15.15% | 27.20%-12.0pp | 53.37%-38.2pp | 160.62%-145.5pp |
| Employer contribution / active EE | $3,268 | $4,615-29.2% | $6,785-51.8% | $2,670+22.4% |
| Participant deferral / active EE | $7,240 | $6,837+5.9% | $10,408-30.4% | $4,125+75.5% |
| Admin fee / account holder | $9,454 | $8,173+15.7% | $12,815-26.2% | $5,651+67.3% |