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 | $416,918 | $114,381+264.5% | $107,525+287.7% | $142,382+192.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.55% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $4,287 | $4,015+6.8% | $3,754+14.2% | $4,299-0.3% |
| Participant deferral / active EE | $9,905 | $5,564+78.0% | $5,116+93.6% | $6,507+52.2% |
| Admin fee / account holder | $16,898 | $9,860+71.4% | $8,919+89.5% | $12,624+33.9% |