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 | $400,328 | $124,319+222.0% | $111,297+259.7% | $167,490+139.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.55% | 37.44%-28.9pp | 54.65%-46.1pp | 478.56%-470.0pp |
| Employer contribution / active EE | $27,722 | $3,435+707.0% | $2,731+915.1% | $4,837+473.1% |
| Participant deferral / active EE | $12,901 | $5,180+149.0% | $4,487+187.5% | $6,341+103.4% |
| Admin fee / account holder | $169,258 | $10,618+1494.1% | $7,964+2025.3% | $12,309+1275.1% |