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 | $120,080 | $102,317+17.4% | $146,958-18.3% | $80,856+48.5% |
| Participation rate | 98.3% | 75.8%+22.4pp | 82.2%+16.1pp | 67.6%+30.6pp |
| Annual return | 14.34% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $7,347 | $3,713+97.9% | $4,933+48.9% | $2,755+166.7% |
| Participant deferral / active EE | $8,258 | $6,644+24.3% | $8,070+2.3% | $4,296+92.2% |
| Admin fee / account holder | $4,326 | $7,941-45.5% | $12,998-66.7% | $6,918-37.5% |