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 | $370,346 | $117,841+214.3% | $102,423+261.6% | $145,922+153.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.23% | 31.65%-16.4pp | 29.32%-14.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $36,180 | $3,615+900.9% | $3,023+1096.7% | $4,660+676.5% |
| Participant deferral / active EE | $19,711 | $5,731+243.9% | $5,053+290.1% | $6,688+194.7% |
| Admin fee / account holder | $139,666 | $13,326+948.1% | $9,451+1377.8% | $13,397+942.5% |