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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,342 | $167,484+90.1% | $151,611+110.0% | $134,475+136.7% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.5%+8.0pp | 81.2%+14.2pp |
| Annual return | -6.05% | 7.80%-13.8pp | 3.33%-9.4pp | 417.96%-424.0pp |
| Employer contribution / active EE | $8,428 | $6,829+23.4% | $6,166+36.7% | $4,740+77.8% |
| Participant deferral / active EE | $4,634 | $8,986-48.4% | $8,363-44.6% | $6,400-27.6% |
| Admin fee / account holder | $12,579 | $13,783-8.7% | $11,616+8.3% | $11,426+10.1% |