Filed April 1, 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 | $301,902 | $107,334+181.3% | $92,893+225.0% | $152,861+97.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.51% | 145.58%-127.1pp | 109.41%-90.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $8,027 | $4,221+90.2% | $3,653+119.8% | $4,762+68.6% |
| Participant deferral / active EE | $9,858 | $4,845+103.5% | $4,236+132.7% | $5,850+68.5% |
| Admin fee / account holder | $11,646 | $7,079+64.5% | $5,794+101.0% | $11,596+0.4% |