Filed June 22, 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 9-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 | $297,689 | $78,705+278.2% | $117,854+152.6% | $70,131+324.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.22% | 23.30%-8.1pp | 335.08%-319.9pp | 73.14%-57.9pp |
| Employer contribution / active EE | $9,028 | $2,223+306.1% | $3,786+138.5% | $2,342+285.4% |
| Participant deferral / active EE | $8,981 | $3,297+172.4% | $4,482+100.4% | $3,332+169.6% |
| Admin fee / account holder | $6,135 | $5,065+21.1% | $8,020-23.5% | $4,645+32.1% |