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 | $170,792 | $148,978+14.6% | $200,582-14.9% | $84,808+101.4% |
| Participation rate | 82.2% | 84.2%-2.0pp | 86.9%-4.7pp | 68.3%+13.9pp |
| Annual return | 18.26% | 28.16%-9.9pp | 42.33%-24.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,558 | $4,815-26.1% | $6,419-44.6% | $2,631+35.3% |
| Participant deferral / active EE | $6,447 | $7,142-9.7% | $9,331-30.9% | $4,212+53.1% |
| Admin fee / account holder | $4,767 | $13,977-65.9% | $16,305-70.8% | $7,344-35.1% |