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 | $403,627 | $181,894+121.9% | $156,549+157.8% | $273,961+47.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.56% | 30.74%-19.2pp | 32.23%-20.7pp | 41.45%-29.9pp |
| Employer contribution / active EE | $25,668 | $6,248+310.8% | $5,501+366.6% | $4,869+427.2% |
| Participant deferral / active EE | $18,600 | $5,550+235.1% | $4,871+281.8% | $5,287+251.8% |
| Admin fee / account holder | $1,909 | $15,559-87.7% | $13,027-85.3% | $10,132-81.2% |