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 | $350,551 | $201,272+74.2% | $184,203+90.3% | $145,922+140.2% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 9.35% | 29.00%-19.6pp | 28.81%-19.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $4,704 | $7,022-33.0% | $6,427-26.8% | $4,660+0.9% |
| Participant deferral / active EE | $4,327 | $9,806-55.9% | $9,131-52.6% | $6,688-35.3% |
| Admin fee / account holder | $76,352 | $16,364+366.6% | $13,901+449.3% | $13,397+469.9% |