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 | $358,399 | $102,317+250.3% | $146,958+143.9% | $80,856+343.3% |
| Participation rate | 83.7% | 75.8%+7.8pp | 82.2%+1.5pp | 67.6%+16.0pp |
| Annual return | 10.26% | 134.76%-124.5pp | 418.34%-408.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $3,766 | $3,713+1.4% | $4,933-23.6% | $2,755+36.7% |
| Participant deferral / active EE | $7,409 | $6,644+11.5% | $8,070-8.2% | $4,296+72.5% |
| Admin fee / account holder | $8,657 | $7,941+9.0% | $12,998-33.4% | $6,918+25.1% |