Filed May 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.)
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 | $308,283 | $85,766+259.4% | $136,294+126.2% | $70,131+339.6% |
| Participation rate | 92.7% | 74.2%+18.5pp | 81.9%+10.8pp | 69.5%+23.1pp |
| Annual return | 13.00% | 31.45%-18.5pp | 5155.94%-5142.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $5,417 | $2,966+82.6% | $4,695+15.4% | $2,342+131.2% |
| Participant deferral / active EE | $7,940 | $5,051+57.2% | $6,247+27.1% | $3,332+138.3% |
| Admin fee / account holder | $8,272 | $5,420+52.6% | $9,243-10.5% | $4,645+78.1% |