Filed December 23, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,276 | $60,124+386.1% | $90,404+223.3% | $79,858+266.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.98% | 71.94%-55.0pp | 1293.02%-1276.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $13,298 | $2,068+543.1% | $3,262+307.7% | $2,471+438.2% |
| Participant deferral / active EE | $14,690 | $2,938+400.0% | $3,963+270.6% | $3,740+292.8% |
| Admin fee / account holder | $11,586 | $3,976+191.4% | $5,611+106.5% | $5,306+118.3% |