Filed August 8, 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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,927 | $84,487+212.4% | $125,339+110.6% | $66,914+294.4% |
| Participation rate | 98.1% | 76.4%+21.7pp | 82.4%+15.8pp | 69.8%+28.3pp |
| Annual return | -11.98% | -8.39%-3.6pp | 572.05%-584.0pp | 1.58%-13.6pp |
| Employer contribution / active EE | $2,252 | $3,553-36.6% | $4,814-53.2% | $2,544-11.5% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $913 | $685+33.3% | $10,010-90.9% | $593+54.0% |