Filed October 30, 2012 (most recent of 2 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 5-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 | $57,874 | $82,664-30.0% | $125,339-53.8% | $68,494-15.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.52% | -5.97%-8.5pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,004 | $3,381-40.7% | $4,814-58.4% | $2,596-22.8% |
| Participant deferral / active EE | $7,741 | $6,110+26.7% | $7,446+4.0% | $4,027+92.2% |
| Admin fee / account holder | $3,885 | $6,275-38.1% | $10,010-61.2% | $5,403-28.1% |