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 | $35,056 | $64,909-46.0% | $82,313-57.4% | $62,292-43.7% |
| Participation rate | 92.2% | 74.9%+17.3pp | 76.9%+15.3pp | 69.5%+22.7pp |
| Annual return | 20.61% | 21.18%-0.6pp | 25.88%-5.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $1,667 | $1,676-0.5% | $2,428-31.3% | $2,042-18.4% |
| Participant deferral / active EE | $4,447 | $3,103+43.3% | $3,706+20.0% | $3,169+40.3% |
| Admin fee / account holder | $1,233 | $440+180.5% | $5,608-78.0% | $479+157.2% |