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 | $101,752 | $112,881-9.9% | $90,951+11.9% | $158,922-36.0% |
| Participation rate | 76.9% | 74.7%+2.2pp | 69.0%+7.9pp | 82.0%-5.0pp |
| Annual return | 5.78% | 215.79%-210.0pp | 134.60%-128.8pp | 302.83%-297.1pp |
| Employer contribution / active EE | $1,449 | $2,893-49.9% | $2,122-31.7% | $4,761-69.6% |
| Participant deferral / active EE | $3,713 | $4,128-10.0% | $3,373+10.1% | $5,982-37.9% |
| Admin fee / account holder | $14,902 | $8,041+85.3% | $5,959+150.1% | $11,246+32.5% |