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 | $99,321 | $93,571+6.1% | $135,903-26.9% | $75,163+32.1% |
| Participation rate | 98.0% | 75.2%+22.9pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 15.74% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $5,372 | $3,537+51.9% | $4,856+10.6% | $2,670+101.2% |
| Participant deferral / active EE | $6,743 | $6,404+5.3% | $7,758-13.1% | $4,125+63.5% |
| Admin fee / account holder | $6,631 | $6,975-4.9% | $10,762-38.4% | $5,651+17.3% |