Filed September 12, 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 | $103,701 | $137,414-24.5% | $189,513-45.3% | $85,850+20.8% |
| Participation rate | 93.3% | 84.6%+8.7pp | 87.8%+5.5pp | 69.3%+24.0pp |
| Annual return | 12.03% | 38.14%-26.1pp | 555.15%-543.1pp | 318.53%-306.5pp |
| Employer contribution / active EE | $4,898 | $4,344+12.7% | $6,162-20.5% | $2,565+91.0% |
| Participant deferral / active EE | $5,223 | $6,260-16.6% | $8,221-36.5% | $3,952+32.2% |
| Admin fee / account holder | $11,977 | $8,630+38.8% | $12,045-0.6% | $6,260+91.3% |