Filed September 12, 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 | $252,105 | $109,359+130.5% | $162,163+55.5% | $72,985+245.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 9.66% | 25.46%-15.8pp | 115.59%-105.9pp | 81.00%-71.3pp |
| Employer contribution / active EE | $6,241 | $3,907+59.7% | $5,614+11.2% | $2,440+155.8% |
| Participant deferral / active EE | $3,810 | $5,481-30.5% | $7,298-47.8% | $3,607+5.6% |
| Admin fee / account holder | $10,863 | $7,972+36.3% | $10,843+0.2% | $5,124+112.0% |