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 | $456,904 | $91,190+401.0% | $178,490+156.0% | $79,858+472.1% |
| Participation rate | 88.1% | 69.2%+18.9pp | 81.9%+6.1pp | 69.6%+18.4pp |
| Annual return | 13.79% | 24.19%-10.4pp | 151.07%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $882 | $3,256-72.9% | $5,011-82.4% | $2,471-64.3% |
| Participant deferral / active EE | $4,709 | $3,236+45.5% | $5,202-9.5% | $3,740+25.9% |
| Admin fee / account holder | $20,086 | $6,751+197.5% | $13,984+43.6% | $5,306+278.5% |