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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $481,599 | $112,096+329.6% | $95,952+401.9% | $158,922+203.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.44% | 171.09%-165.7pp | 91.61%-86.2pp | 302.83%-297.4pp |
| Employer contribution / active EE | $32,233 | $3,198+907.9% | $2,541+1168.5% | $4,761+577.0% |
| Participant deferral / active EE | $15,775 | $4,784+229.8% | $4,167+278.6% | $5,982+163.7% |
| Admin fee / account holder | $11,528 | $10,130+13.8% | $6,795+69.6% | $11,246+2.5% |