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 | $324,139 | $57,281+465.9% | $86,612+274.2% | $75,163+331.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 20.80% | 2670.75%-2650.0pp | 591.07%-570.3pp | 160.62%-139.8pp |
| Employer contribution / active EE | $14,661 | $2,314+533.5% | $3,022+385.1% | $2,670+449.2% |
| Participant deferral / active EE | $16,665 | $3,318+402.3% | $4,438+275.5% | $4,125+304.0% |
| Admin fee / account holder | $33,117 | $4,112+705.4% | $5,614+489.9% | $5,651+486.0% |