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 | $443,246 | $154,117+187.6% | $129,995+241.0% | $139,434+217.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.37% | 32.48%-16.1pp | -137.18%+153.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $15,062 | $5,289+184.8% | $4,320+248.7% | $4,751+217.0% |
| Participant deferral / active EE | $11,862 | $6,710+76.8% | $5,820+103.8% | $6,710+76.8% |
| Admin fee / account holder | $5,587 | $14,007-60.1% | $10,614-47.4% | $11,403-51.0% |