Filed June 17, 2012
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 | $100,882 | $99,652+1.2% | $78,778+28.1% | $147,584-31.6% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.2%+23.1pp | 82.8%+9.5pp |
| Annual return | 10.43% | 47.28%-36.9pp | 35.62%-25.2pp | 578.55%-568.1pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,963 | $3,664+8.2% | $2,958+34.0% | $5,439-27.1% |
| Admin fee / account holder | $2,106 | $7,155-70.6% | $5,134-59.0% | $10,885-80.7% |