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 | $142,875 | $55,706+156.5% | $75,886+88.3% | $72,985+95.8% |
| Participation rate | 93.5% | 61.1%+32.4pp | 69.3%+24.2pp | 69.5%+24.0pp |
| Annual return | 194.64% | 27.59%+167.0pp | 30.76%+163.9pp | 81.00%+113.6pp |
| Employer contribution / active EE | $1,557 | $1,687-7.7% | $2,500-37.7% | $2,440-36.2% |
| Participant deferral / active EE | $4,107 | $2,634+55.9% | $3,603+14.0% | $3,607+13.8% |
| Admin fee / account holder | $22,755 | $3,978+472.0% | $5,418+320.0% | $5,124+344.1% |