Filed August 20, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,982 | $138,385+80.6% | $184,200+35.7% | $80,874+209.1% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.1pp | 67.6%+29.3pp |
| Annual return | 18.97% | 20.02%-1.0pp | 28.80%-9.8pp | 35.62%-16.6pp |
| Employer contribution / active EE | $7,772 | $4,849+60.3% | $6,424+21.0% | $2,756+182.0% |
| Participant deferral / active EE | $16,026 | $7,073+126.6% | $9,132+75.5% | $4,297+273.0% |
| Admin fee / account holder | $15,668 | $10,483+49.5% | $13,907+12.7% | $6,935+125.9% |