Filed February 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,287,607 | $172,111+648.1% | $150,298+756.7% | $137,256+838.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.47% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $61,702 | $4,636+1230.9% | $4,154+1385.3% | $4,156+1384.6% |
| Participant deferral / active EE | $15,500 | $6,166+151.4% | $5,453+184.3% | $6,407+141.9% |
| Admin fee / account holder | $303,132 | $16,471+1740.4% | $14,116+2047.5% | $12,270+2370.5% |