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 | $148,978+100.1% | $200,582+48.6% | $84,808+251.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 21.55% | 28.16%-6.6pp | 42.33%-20.8pp | 40.90%-19.4pp |
| Employer contribution / active EE | $22,158 | $4,815+360.2% | $6,419+245.2% | $2,631+742.2% |
| Participant deferral / active EE | $19,062 | $7,142+166.9% | $9,331+104.3% | $4,212+352.6% |
| Admin fee / account holder | $8,517 | $13,977-39.1% | $16,305-47.8% | $7,344+16.0% |