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 | $133,597 | $59,839+123.3% | $81,983+63.0% | $79,858+67.3% |
| Participation rate | 95.6% | 61.6%+33.9pp | 69.2%+26.3pp | 69.6%+25.9pp |
| Annual return | 20.17% | 17.56%+2.6pp | 41.31%-21.1pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,726 | $1,713+59.1% | $2,498+9.1% | $2,471+10.3% |
| Participant deferral / active EE | $7,450 | $2,695+176.4% | $3,722+100.1% | $3,740+99.2% |
| Admin fee / account holder | $22,275 | $4,287+419.6% | $5,664+293.3% | $5,306+319.8% |