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 | $115,931 | $49,280+135.2% | $67,313+72.2% | $64,186+80.6% |
| Participation rate | 96.9% | 60.8%+36.1pp | 69.1%+27.8pp | 69.6%+27.3pp |
| Annual return | -2.87% | -1.39%-1.5pp | -4.08%+1.2pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,358 | $1,668-18.6% | $2,566-47.1% | $2,381-43.0% |
| Participant deferral / active EE | $6,709 | $2,484+170.1% | $3,568+88.0% | $3,470+93.4% |
| Admin fee / account holder | $12,110 | $3,863+213.5% | $4,507+168.7% | $4,888+147.7% |