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 | $505,939 | $183,519+175.7% | $155,509+225.3% | $145,922+246.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.51% | 61.17%-36.7pp | 64.67%-40.2pp | 561.29%-536.8pp |
| Employer contribution / active EE | $36,336 | $5,313+583.9% | $4,672+677.7% | $4,660+679.8% |
| Participant deferral / active EE | $19,967 | $6,462+209.0% | $5,626+254.9% | $6,688+198.6% |
| Admin fee / account holder | $2,572 | $19,313-86.7% | $15,912-83.8% | $13,397-80.8% |