Filed February 12, 2012 (most recent of 2 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $417,611 | $214,378+94.8% | $200,582+108.2% | $142,382+193.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.09% | 46.41%-37.3pp | 42.33%-33.2pp | 217.08%-208.0pp |
| Employer contribution / active EE | $18,851 | $6,841+175.5% | $6,419+193.7% | $4,299+338.5% |
| Participant deferral / active EE | $11,530 | $9,865+16.9% | $9,331+23.6% | $6,507+77.2% |
| Admin fee / account holder | $1,770 | $17,692-90.0% | $16,305-89.1% | $12,624-86.0% |