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 | $315,434 | $137,414+129.6% | $189,513+66.4% | $85,850+267.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 6.55% | 38.14%-31.6pp | 555.15%-548.6pp | 318.53%-312.0pp |
| Employer contribution / active EE | $7,591 | $4,344+74.7% | $6,162+23.2% | $2,565+195.9% |
| Participant deferral / active EE | $5,028 | $6,260-19.7% | $8,221-38.8% | $3,952+27.2% |
| Admin fee / account holder | $8,674 | $8,630+0.5% | $12,045-28.0% | $6,260+38.6% |