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 | $80,910 | $148,978-45.7% | $200,582-59.7% | $84,808-4.6% |
| Participation rate | 73.2% | 84.2%-11.0pp | 86.9%-13.6pp | 68.3%+4.9pp |
| Annual return | 17.63% | 28.16%-10.5pp | 42.33%-24.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,845 | $4,815-40.9% | $6,419-55.7% | $2,631+8.2% |
| Participant deferral / active EE | $4,429 | $7,142-38.0% | $9,331-52.5% | $4,212+5.2% |
| Admin fee / account holder | $5,802 | $13,977-58.5% | $16,305-64.4% | $7,344-21.0% |