Filed March 8, 2012
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 | $298,112 | $146,267+103.8% | $197,124+51.2% | $82,448+261.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 21.55% | 29.61%-8.1pp | 44.34%-22.8pp | 41.64%-20.1pp |
| Employer contribution / active EE | $22,158 | $4,723+369.1% | $6,227+255.8% | $2,551+768.6% |
| Participant deferral / active EE | $19,062 | $7,035+171.0% | $9,135+108.7% | $4,139+360.5% |
| Admin fee / account holder | $8,517 | $14,422-40.9% | $16,298-47.7% | $7,234+17.7% |