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 | $189,613+81.6% | $167,512+105.5% | $142,382+141.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.44% | 2024.68%-2008.2pp | 1615.79%-1599.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,877 | $4,349+12.1% | $3,882+25.7% | $4,299+13.4% |
| Participant deferral / active EE | $11,780 | $6,981+68.7% | $6,405+83.9% | $6,507+81.0% |
| Admin fee / account holder | $14,513 | $10,528+37.9% | $9,769+48.6% | $12,624+15.0% |