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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $320,882 | $84,233+280.9% | $170,442+88.3% | $70,131+357.5% |
| Participation rate | 98.6% | 70.8%+27.8pp | 83.6%+15.0pp | 69.5%+29.1pp |
| Annual return | 10.22% | 23.06%-12.8pp | 205.93%-195.7pp | 73.14%-62.9pp |
| Employer contribution / active EE | $7,668 | $3,387+126.4% | $5,433+41.1% | $2,342+227.3% |
| Participant deferral / active EE | $2,063 | $3,086-33.1% | $4,939-58.2% | $3,332-38.1% |
| Admin fee / account holder | $13,860 | $5,698+143.2% | $13,880-0.1% | $4,645+198.4% |