Filed November 26, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $360,293 | $98,240+266.7% | $82,313+337.7% | $147,584+144.1% |
| Participation rate | 95.0% | 79.7%+15.3pp | 76.9%+18.1pp | 82.8%+12.2pp |
| Annual return | -14.21% | 30.85%-45.1pp | 25.88%-40.1pp | 578.55%-592.8pp |
| Employer contribution / active EE | $8,100 | $3,192+153.8% | $2,428+233.6% | $4,876+66.1% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17,095 | $8,563+99.6% | $5,608+204.8% | $10,885+57.0% |