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 | $68,484 | $93,571-26.8% | $135,903-49.6% | $75,163-8.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.13% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $6,429 | $3,537+81.8% | $4,856+32.4% | $2,670+140.8% |
| Participant deferral / active EE | $7,577 | $6,404+18.3% | $7,758-2.3% | $4,125+83.7% |
| Admin fee / account holder | $5,155 | $6,975-26.1% | $10,762-52.1% | $5,651-8.8% |