Filed October 2, 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 | $528,911 | $82,664+539.8% | $125,339+322.0% | $68,494+672.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.96% | -5.97%-4.0pp | 572.05%-582.0pp | -7.84%-2.1pp |
| Employer contribution / active EE | $12,109 | $3,381+258.1% | $4,814+151.6% | $2,596+366.4% |
| Participant deferral / active EE | $12,337 | $6,110+101.9% | $7,446+65.7% | $4,027+206.3% |
| Admin fee / account holder | $12,901 | $6,275+105.6% | $10,010+28.9% | $5,403+138.8% |