Filed August 3, 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 | $24,458 | $77,634-68.5% | $156,549-84.4% | $62,891-61.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 15.45% | 50.32%-34.9pp | 32.23%-16.8pp | 20.14%-4.7pp |
| Employer contribution / active EE | $1,387 | $3,444-59.7% | $5,501-74.8% | $2,281-39.2% |
| Participant deferral / active EE | $2,854 | $3,045-6.3% | $4,871-41.4% | $3,203-10.9% |
| Admin fee / account holder | $378 | $5,561-93.2% | $13,027-97.1% | $4,296-91.2% |