Filed May 31, 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 3-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 | $353,464 | $94,338+274.7% | $100,534+251.6% | $142,382+148.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 16.04% | 29.20%-13.2pp | 32.66%-16.6pp | 217.08%-201.0pp |
| Employer contribution / active EE | $11,402 | $4,237+169.1% | $4,346+162.3% | $4,299+165.2% |
| Participant deferral / active EE | $4,878 | $5,934-17.8% | $6,144-20.6% | $6,507-25.0% |
| Admin fee / account holder | $16,263 | $8,421+93.1% | $7,654+112.5% | $12,624+28.8% |