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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $401,774 | $81,248+394.5% | $155,509+158.4% | $80,856+396.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.95% | 33.31%-14.4pp | 64.67%-45.7pp | 35.59%-16.6pp |
| Employer contribution / active EE | $23,070 | $3,100+644.1% | $4,672+393.7% | $2,755+737.4% |
| Participant deferral / active EE | $16,147 | $3,452+367.8% | $5,626+187.0% | $4,296+275.9% |
| Admin fee / account holder | $27,144 | $7,997+239.4% | $15,912+70.6% | $6,918+292.4% |