Filed December 23, 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 | $496,623 | $124,319+299.5% | $111,297+346.2% | $167,490+196.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.45% | 37.44%-21.0pp | 54.65%-38.2pp | 478.56%-462.1pp |
| Employer contribution / active EE | $11,167 | $3,435+225.1% | $2,731+308.9% | $4,837+130.8% |
| Participant deferral / active EE | $10,235 | $5,180+97.6% | $4,487+128.1% | $6,341+61.4% |
| Admin fee / account holder | $37,815 | $10,618+256.1% | $7,964+374.8% | $12,309+207.2% |