Filed September 12, 2012 (most recent of 2 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,446 | $185,822-38.9% | $169,993-33.3% | $139,434-18.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.16% | 60.50%-35.3pp | 53.37%-28.2pp | 372.94%-347.8pp |
| Employer contribution / active EE | $23,843 | $7,590+214.1% | $6,785+251.4% | $4,751+401.9% |
| Participant deferral / active EE | $49,048 | $11,622+322.0% | $10,408+371.3% | $6,710+630.9% |
| Admin fee / account holder | $38,215 | $15,381+148.5% | $12,815+198.2% | $11,403+235.1% |