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 | $427,955 | $103,376+314.0% | $87,100+391.3% | $152,861+180.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 16.02% | 28.10%-12.1pp | 28.19%-12.2pp | 345.32%-329.3pp |
| Employer contribution / active EE | $29,789 | $3,220+825.0% | $2,521+1081.5% | $4,762+525.5% |
| Participant deferral / active EE | $14,922 | $4,778+212.3% | $4,049+268.6% | $5,850+155.1% |
| Admin fee / account holder | $2,406 | $12,205-80.3% | $7,497-67.9% | $11,596-79.3% |