Filed August 8, 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 | $30,164 | $49,177-38.7% | $79,464-62.0% | $64,186-53.0% |
| Participation rate | 95.7% | 65.0%+30.6pp | 73.3%+22.3pp | 69.6%+26.1pp |
| Annual return | -7.04% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,313 | $2,076-36.8% | $2,800-53.1% | $2,381-44.9% |
| Participant deferral / active EE | $4,485 | $2,821+59.0% | $3,704+21.1% | $3,470+29.3% |
| Admin fee / account holder | $1,377 | $3,839-64.1% | $5,113-73.1% | $4,888-71.8% |