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 | $361,341 | $185,822+94.5% | $169,993+112.6% | $139,434+159.1% |
| Participation rate | 95.0% | 87.8%+7.2pp | 87.0%+8.0pp | 80.3%+14.7pp |
| Annual return | 8.49% | 60.50%-52.0pp | 53.37%-44.9pp | 372.94%-364.5pp |
| Employer contribution / active EE | $9,006 | $7,590+18.7% | $6,785+32.7% | $4,751+89.6% |
| Participant deferral / active EE | $3,714 | $11,622-68.0% | $10,408-64.3% | $6,710-44.6% |
| Admin fee / account holder | $13,718 | $15,381-10.8% | $12,815+7.0% | $11,403+20.3% |