Filed January 22, 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 | $250,468 | $57,354+336.7% | $83,848+198.7% | $64,186+290.2% |
| Participation rate | 83.9% | 68.6%+15.3pp | 76.1%+7.8pp | 69.6%+14.4pp |
| Annual return | -4.34% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $12,943 | $2,545+408.5% | $3,631+256.5% | $2,381+443.6% |
| Participant deferral / active EE | $4,941 | $2,993+65.1% | $4,082+21.0% | $3,470+42.4% |
| Admin fee / account holder | $41,155 | $4,046+917.3% | $5,478+651.3% | $4,888+742.0% |