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 | $373,277 | $106,515+250.4% | $96,683+286.1% | $139,434+167.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.62% | 38.43%-22.8pp | 35.69%-20.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $8,211 | $4,103+100.1% | $3,737+119.7% | $4,751+72.8% |
| Participant deferral / active EE | $11,164 | $5,454+104.7% | $4,878+128.9% | $6,710+66.4% |
| Admin fee / account holder | $8,110 | $7,877+3.0% | $6,730+20.5% | $11,403-28.9% |