Filed March 25, 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 | $256,506 | $80,717+217.8% | $154,803+65.7% | $84,808+202.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.24% | 37.96%-18.7pp | 58.88%-39.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $10,418 | $2,761+277.3% | $4,305+142.0% | $2,631+296.0% |
| Participant deferral / active EE | $6,631 | $3,303+100.7% | $5,540+19.7% | $4,212+57.4% |
| Admin fee / account holder | $25,375 | $6,746+276.2% | $14,329+77.1% | $7,344+245.5% |