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 | $69,805 | $75,935-8.1% | $60,547+15.3% | $125,391-44.3% |
| Participation rate | 92.3% | 76.5%+15.8pp | 68.0%+24.3pp | 83.2%+9.1pp |
| Annual return | 1.64% | -5.38%+7.0pp | 335.64%-334.0pp | 282.22%-280.6pp |
| Employer contribution / active EE | $1,438 | $3,438-58.2% | $2,419-40.5% | $4,866-70.4% |
| Participant deferral / active EE | $3,639 | $4,506-19.3% | $3,328+9.3% | $5,352-32.0% |
| Admin fee / account holder | $23,154 | $6,768+242.1% | $4,536+410.4% | $9,540+142.7% |