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 | $322,355 | $115,770+178.4% | $101,248+218.4% | $158,922+102.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.90% | 56.14%-39.2pp | 46.47%-29.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $7,798 | $4,175+86.8% | $3,660+113.1% | $4,761+63.8% |
| Participant deferral / active EE | $10,023 | $4,957+102.2% | $4,370+129.3% | $5,982+67.5% |
| Admin fee / account holder | $3,252 | $7,245-55.1% | $5,945-45.3% | $11,246-71.1% |