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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,681 | $98,750+258.2% | $149,696+136.3% | $79,858+342.9% |
| Participation rate | 89.7% | 75.8%+14.0pp | 82.5%+7.3pp | 69.6%+20.1pp |
| Annual return | 13.56% | 27.43%-13.9pp | 276.60%-263.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,685 | $3,216+14.6% | $4,644-20.7% | $2,471+49.1% |
| Participant deferral / active EE | $8,132 | $5,680+43.2% | $6,842+18.9% | $3,740+117.4% |
| Admin fee / account holder | $45,658 | $6,053+654.4% | $9,309+390.5% | $5,306+760.5% |