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 | $388,280 | $58,208+567.1% | $81,812+374.6% | $80,856+380.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.20% | 41.66%-26.5pp | 773.79%-758.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $14,850 | $2,340+534.6% | $2,912+409.9% | $2,755+439.1% |
| Participant deferral / active EE | $16,695 | $3,281+408.8% | $4,319+286.6% | $4,296+288.6% |
| Admin fee / account holder | $17,775 | $4,981+256.8% | $7,386+140.7% | $6,918+156.9% |