Filed February 5, 2012 (most recent of 4 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.)
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 | $292,426 | $108,912+168.5% | $100,383+191.3% | $145,959+100.3% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 8.96% | 57.96%-49.0pp | 49.26%-40.3pp | 561.95%-553.0pp |
| Employer contribution / active EE | $8,043 | $4,423+81.9% | $3,944+103.9% | $4,661+72.6% |
| Participant deferral / active EE | $9,527 | $8,451+12.7% | $8,086+17.8% | $6,689+42.4% |
| Admin fee / account holder | $54,683 | $9,690+464.3% | $7,900+592.2% | $13,398+308.1% |