Filed December 10, 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 | $55,203 | $89,753-38.5% | $107,525-48.7% | $84,808-34.9% |
| Participation rate | 82.7% | 68.1%+14.6pp | 75.1%+7.6pp | 68.3%+14.4pp |
| Annual return | 15.50% | 29.48%-14.0pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,557 | $3,113-17.9% | $3,754-31.9% | $2,631-2.8% |
| Participant deferral / active EE | $5,277 | $4,056+30.1% | $5,116+3.2% | $4,212+25.3% |
| Admin fee / account holder | $4,445 | $7,222-38.5% | $8,919-50.2% | $7,344-39.5% |