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 | $458,027 | $54,705+737.3% | $71,209+543.2% | $84,808+440.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.31% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $7,946 | $2,158+268.3% | $2,721+192.0% | $2,631+202.0% |
| Participant deferral / active EE | $8,315 | $3,030+174.4% | $4,175+99.2% | $4,212+97.4% |
| Admin fee / account holder | $3,883 | $4,863-20.2% | $5,349-27.4% | $7,344-47.1% |