Filed August 11, 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 | $299,271 | $89,652+233.8% | $141,162+112.0% | $65,185+359.1% |
| Participation rate | 99.0% | 74.7%+24.3pp | 82.5%+16.6pp | 70.2%+28.8pp |
| Annual return | 24.37% | 32.79%-8.4pp | 71.39%-47.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $20,080 | $3,065+555.2% | $4,735+324.1% | $2,177+822.5% |
| Participant deferral / active EE | $12,386 | $5,691+117.6% | $6,709+84.6% | $3,514+252.5% |
| Admin fee / account holder | $5,191 | $569+813.1% | $10,261-49.4% | $847+512.8% |