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 | $140,658 | $138,347+1.7% | $184,203-23.6% | $80,856+74.0% |
| Participation rate | 88.4% | 83.9%+4.5pp | 86.8%+1.6pp | 67.6%+20.7pp |
| Annual return | 12.64% | 20.02%-7.4pp | 28.81%-16.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $5,413 | $4,850+11.6% | $6,427-15.8% | $2,755+96.5% |
| Participant deferral / active EE | $5,738 | $7,071-18.9% | $9,131-37.2% | $4,296+33.6% |
| Admin fee / account holder | $11,074 | $10,483+5.6% | $13,901-20.3% | $6,918+60.1% |