Filed November 7, 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 | $330,825 | $154,117+114.7% | $129,995+154.5% | $139,434+137.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.54% | 32.48%-25.9pp | -137.18%+143.7pp | 372.94%-366.4pp |
| Employer contribution / active EE | $13,724 | $5,289+159.5% | $4,320+217.7% | $4,751+188.9% |
| Participant deferral / active EE | $12,843 | $6,710+91.4% | $5,820+120.7% | $6,710+91.4% |
| Admin fee / account holder | $9,999 | $14,007-28.6% | $10,614-5.8% | $11,403-12.3% |