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 | $364,545 | $100,754+261.8% | $86,677+320.6% | $134,475+171.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.44% | 29.04%-46.5pp | 35.91%-53.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $11,455 | $3,489+228.3% | $2,836+303.9% | $4,740+141.7% |
| Participant deferral / active EE | $8,705 | $5,338+63.1% | $4,656+87.0% | $6,400+36.0% |
| Admin fee / account holder | $5,701 | $10,926-47.8% | $7,493-23.9% | $11,426-50.1% |