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 | $252,042 | $94,752+166.0% | $112,887+123.3% | $139,434+80.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 30.49% | 40.88%-10.4pp | 34.10%-3.6pp | 372.94%-342.5pp |
| Employer contribution / active EE | $9,429 | $4,625+103.9% | $4,563+106.6% | $4,751+98.5% |
| Participant deferral / active EE | $4,166 | $6,512-36.0% | $6,513-36.0% | $6,710-37.9% |
| Admin fee / account holder | $6,802 | $8,527-20.2% | $7,047-3.5% | $11,403-40.3% |