Filed January 1, 2012
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 | $302,698 | $77,634+289.9% | $156,549+93.4% | $62,891+381.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -7.91% | 50.32%-58.2pp | 32.23%-40.1pp | 20.14%-28.1pp |
| Employer contribution / active EE | $21,794 | $3,444+532.9% | $5,501+296.2% | $2,281+855.5% |
| Participant deferral / active EE | $13,619 | $3,045+347.2% | $4,871+179.6% | $3,203+325.2% |
| Admin fee / account holder | $35,092 | $5,561+531.0% | $13,027+169.4% | $4,296+716.9% |