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 | $57,418 | $125,758-54.3% | $169,993-66.2% | $75,163-23.6% |
| Participation rate | 88.2% | 83.6%+4.6pp | 87.0%+1.2pp | 67.2%+21.0pp |
| Annual return | 21.10% | 27.20%-6.1pp | 53.37%-32.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $3,212 | $4,615-30.4% | $6,785-52.7% | $2,670+20.3% |
| Participant deferral / active EE | $4,953 | $6,837-27.6% | $10,408-52.4% | $4,125+20.1% |
| Admin fee / account holder | $7,123 | $8,173-12.9% | $12,815-44.4% | $5,651+26.0% |