Filed July 9, 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 | $62,046 | $137,414-54.8% | $189,513-67.3% | $85,850-27.7% |
| Participation rate | 87.3% | 84.6%+2.7pp | 87.8%-0.5pp | 69.3%+18.0pp |
| Annual return | 13.21% | 38.14%-24.9pp | 555.15%-541.9pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,584 | $4,344-40.5% | $6,162-58.1% | $2,565+0.7% |
| Participant deferral / active EE | $4,465 | $6,260-28.7% | $8,221-45.7% | $3,952+13.0% |
| Admin fee / account holder | $10,849 | $8,630+25.7% | $12,045-9.9% | $6,260+73.3% |