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 | $290,114 | $82,664+251.0% | $125,339+131.5% | $68,494+323.6% |
| Participation rate | 78.0% | 75.0%+3.0pp | 82.4%-4.4pp | 67.9%+10.1pp |
| Annual return | -16.96% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $5,357 | $3,381+58.4% | $4,814+11.3% | $2,596+106.3% |
| Participant deferral / active EE | $7,262 | $6,110+18.9% | $7,446-2.5% | $4,027+80.3% |
| Admin fee / account holder | $10,104 | $6,275+61.0% | $10,010+0.9% | $5,403+87.0% |