Filed August 31, 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 | $256,820 | $189,613+35.4% | $167,512+53.3% | $142,382+80.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 31.06% | 2024.68%-1993.6pp | 1615.79%-1584.7pp | 217.08%-186.0pp |
| Employer contribution / active EE | $21,657 | $4,349+398.0% | $3,882+457.9% | $4,299+403.8% |
| Participant deferral / active EE | $9,710 | $6,981+39.1% | $6,405+51.6% | $6,507+49.2% |
| Admin fee / account holder | $14,892 | $10,528+41.5% | $9,769+52.4% | $12,624+18.0% |