Filed September 29, 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 | $53,473 | $94,529-43.4% | $140,016-61.8% | $64,186-16.7% |
| Participation rate | 92.7% | 84.1%+8.6pp | 87.5%+5.2pp | 69.6%+23.2pp |
| Annual return | -7.19% | 7.77%-15.0pp | 651.12%-658.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,443 | $3,812-35.9% | $5,606-56.4% | $2,381+2.6% |
| Participant deferral / active EE | $2,579 | $5,250-50.9% | $6,927-62.8% | $3,470-25.7% |
| Admin fee / account holder | $7,936 | $6,741+17.7% | $10,705-25.9% | $4,888+62.4% |