Filed November 30, 2012 (most recent of 3 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,221 | $109,359+73.0% | $162,163+16.7% | $72,985+159.3% |
| Participation rate | 96.7% | 84.3%+12.4pp | 87.6%+9.1pp | 69.5%+27.2pp |
| Annual return | 16.43% | 25.46%-9.0pp | 115.59%-99.2pp | 81.00%-64.6pp |
| Employer contribution / active EE | $5,764 | $3,907+47.5% | $5,614+2.7% | $2,440+136.2% |
| Participant deferral / active EE | $8,910 | $5,481+62.6% | $7,298+22.1% | $3,607+147.0% |
| Admin fee / account holder | $26,297 | $7,972+229.9% | $10,843+142.5% | $5,124+413.2% |