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 | $293,679 | $133,958+119.2% | $112,228+161.7% | $134,475+118.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.71% | 47.11%-62.8pp | 27.45%-43.2pp | 417.96%-433.7pp |
| Employer contribution / active EE | $7,186 | $4,038+78.0% | $3,635+97.7% | $4,740+51.6% |
| Participant deferral / active EE | $9,212 | $5,291+74.1% | $4,728+94.9% | $6,400+44.0% |
| Admin fee / account holder | $5,744 | $7,489-23.3% | $6,410-10.4% | $11,426-49.7% |