Filed September 21, 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 | $135,305 | $54,517+148.2% | $75,972+78.1% | $74,495+81.6% |
| Participation rate | 98.1% | 60.3%+37.8pp | 69.1%+29.1pp | 67.2%+30.9pp |
| Annual return | 13.51% | 31.82%-18.3pp | 359.55%-346.0pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $8,844 | $1,777+397.7% | $2,685+229.4% | $2,623+237.2% |
| Participant deferral / active EE | $10,139 | $3,066+230.7% | $4,255+138.3% | $4,346+133.3% |
| Admin fee / account holder | $9,459 | $2,229+324.4% | $6,467+46.3% | $1,942+387.1% |