Filed July 28, 2012 (most recent of 4 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 | $67,713 | $57,354+18.1% | $83,848-19.2% | $64,186+5.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.55% | 11.38%-15.9pp | 850.88%-855.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $5,853 | $2,545+129.9% | $3,631+61.2% | $2,381+145.8% |
| Participant deferral / active EE | $3,029 | $2,993+1.2% | $4,082-25.8% | $3,470-12.7% |
| Admin fee / account holder | $3,978 | $4,046-1.7% | $5,478-27.4% | $4,888-18.6% |