Filed May 14, 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 | $299,342 | $77,634+285.6% | $156,549+91.2% | $62,891+376.0% |
| Participation rate | 98.6% | 71.2%+27.4pp | 84.0%+14.6pp | 69.3%+29.3pp |
| Annual return | 7.27% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $9,371 | $3,444+172.1% | $5,501+70.4% | $2,281+310.9% |
| Participant deferral / active EE | $2,416 | $3,045-20.7% | $4,871-50.4% | $3,203-24.6% |
| Admin fee / account holder | $9,110 | $5,561+63.8% | $13,027-30.1% | $4,296+112.1% |