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 | $280,817 | $123,793+126.8% | $177,821+57.9% | $79,858+251.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.26% | 22.82%-12.6pp | 48.32%-38.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,403 | $4,095-65.7% | $5,918-76.3% | $2,471-43.2% |
| Participant deferral / active EE | $4,291 | $5,956-28.0% | $7,714-44.4% | $3,740+14.7% |
| Admin fee / account holder | $1,758 | $7,243-75.7% | $12,427-85.9% | $5,306-66.9% |