Filed September 11, 2012
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 | $31,536 | $56,199-43.9% | $67,652-53.4% | $59,632-47.1% |
| Participation rate | 90.2% | 71.5%+18.8pp | 75.7%+14.6pp | 68.7%+21.6pp |
| Annual return | -0.33% | 18505.31%-18505.6pp | 6625.04%-6625.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $713 | $1,614-55.8% | $2,266-68.5% | $2,203-67.6% |
| Participant deferral / active EE | $3,976 | $2,844+39.8% | $3,560+11.7% | $3,192+24.6% |
| Admin fee / account holder | $2,114 | $3,958-46.6% | $4,821-56.1% | $4,297-50.8% |