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 | $347,117 | $65,409+430.7% | $98,442+252.6% | $85,850+304.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.98% | 21.76%-4.8pp | 1492.73%-1475.7pp | 318.53%-301.6pp |
| Employer contribution / active EE | $12,882 | $2,168+494.3% | $2,960+335.2% | $2,565+402.2% |
| Participant deferral / active EE | $14,215 | $3,166+348.9% | $4,276+232.4% | $3,952+259.7% |
| Admin fee / account holder | $1,744 | $4,593-62.0% | $5,949-70.7% | $6,260-72.1% |