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 | $529,190 | $198,466+166.6% | $170,442+210.5% | $147,584+258.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.04% | 257.29%-237.3pp | 205.93%-185.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $26,307 | $6,184+325.4% | $5,433+384.2% | $4,876+439.5% |
| Participant deferral / active EE | $18,350 | $5,629+226.0% | $4,939+271.5% | $5,439+237.4% |
| Admin fee / account holder | $2,561 | $16,852-84.8% | $13,880-81.6% | $10,885-76.5% |