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 | $351,623 | $100,754+249.0% | $86,677+305.7% | $134,475+161.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.25% | 29.04%-42.3pp | 35.91%-49.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $34,039 | $3,489+875.5% | $2,836+1100.1% | $4,740+618.2% |
| Participant deferral / active EE | $16,166 | $5,338+202.9% | $4,656+247.2% | $6,400+152.6% |
| Admin fee / account holder | $37,327 | $10,926+241.6% | $7,493+398.1% | $11,426+226.7% |