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 | $354,975 | $80,717+339.8% | $154,803+129.3% | $84,808+318.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 21.34% | 37.96%-16.6pp | 58.88%-37.5pp | 40.90%-19.6pp |
| Employer contribution / active EE | $22,759 | $2,761+724.2% | $4,305+428.6% | $2,631+765.0% |
| Participant deferral / active EE | $17,193 | $3,303+420.5% | $5,540+210.3% | $4,212+308.2% |
| Admin fee / account holder | $48,070 | $6,746+612.6% | $14,329+235.5% | $7,344+554.6% |