Filed January 1, 2012 (most recent of 2 filings on file)
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 | $431,859 | $106,749+304.6% | $145,433+196.9% | $82,448+423.8% |
| Participation rate | 98.3% | 75.6%+22.7pp | 82.1%+16.2pp | 68.1%+30.3pp |
| Annual return | 18.14% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,728 | $3,444-49.8% | $4,554-62.1% | $2,551-32.3% |
| Participant deferral / active EE | $12,150 | $6,519+86.4% | $7,897+53.9% | $4,139+193.5% |
| Admin fee / account holder | $40,146 | $8,390+378.5% | $13,129+205.8% | $7,234+454.9% |