Filed October 13, 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 | $230,963 | $105,181+119.6% | $159,436+44.9% | $85,850+169.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.52% | 45.07%-31.6pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $7,414 | $3,318+123.4% | $4,829+53.5% | $2,565+189.1% |
| Participant deferral / active EE | $9,299 | $5,945+56.4% | $7,352+26.5% | $3,952+135.3% |
| Admin fee / account holder | $4,453 | $6,933-35.8% | $10,799-58.8% | $6,260-28.9% |