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 | $376,250 | $124,281+202.7% | $109,143+244.7% | $167,490+124.6% |
| Participation rate | 95.5% | 79.4%+16.0pp | 75.9%+19.6pp | 82.1%+13.3pp |
| Annual return | 20.27% | 26.04%-5.8pp | 25.75%-5.5pp | 478.56%-458.3pp |
| Employer contribution / active EE | $7,146 | $4,207+69.8% | $3,722+92.0% | $4,837+47.7% |
| Participant deferral / active EE | $9,645 | $5,255+83.5% | $4,653+107.3% | $6,341+52.1% |
| Admin fee / account holder | $12,981 | $7,970+62.9% | $6,752+92.2% | $12,309+5.5% |