Filed August 11, 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 | $344,275 | $180,749+90.5% | $160,784+114.1% | $137,256+150.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.44% | 2234.46%-2218.0pp | 1803.92%-1787.5pp | 220.34%-203.9pp |
| Employer contribution / active EE | $4,877 | $4,155+17.4% | $3,733+30.7% | $4,156+17.4% |
| Participant deferral / active EE | $11,780 | $6,844+72.1% | $6,293+87.2% | $6,407+83.9% |
| Admin fee / account holder | $14,513 | $10,397+39.6% | $9,717+49.4% | $12,270+18.3% |