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 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 | $70,314 | $89,355-21.3% | $141,162-50.2% | $72,985-3.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.16% | 111.85%-89.7pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $5,935 | $3,114+90.6% | $4,735+25.3% | $2,440+143.3% |
| Participant deferral / active EE | $5,144 | $5,418-5.1% | $6,709-23.3% | $3,607+42.6% |
| Admin fee / account holder | $610 | $5,958-89.8% | $10,261-94.1% | $5,124-88.1% |