Filed July 20, 2012 (most recent of 2 filings on file)
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 | $323,521 | $92,222+250.8% | $76,768+321.4% | $135,375+139.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.85% | 5.46%-8.3pp | 2.43%-5.3pp | 519.73%-522.6pp |
| Employer contribution / active EE | $30,766 | $3,216+856.7% | $2,485+1138.0% | $4,779+543.8% |
| Participant deferral / active EE | $13,075 | $4,509+190.0% | $3,852+239.5% | $5,609+133.1% |
| Admin fee / account holder | $13,353 | $10,748+24.2% | $6,675+100.1% | $10,827+23.3% |