Filed October 1, 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 | $399,428 | $149,333+167.5% | $106,387+275.4% | $135,375+195.1% |
| Participation rate | 94.1% | 81.5%+12.6pp | 77.5%+16.7pp | 82.6%+11.5pp |
| Annual return | -4.12% | 0.52%-4.6pp | 0.25%-4.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,185 | $4,984-36.1% | $3,520-9.5% | $4,779-33.3% |
| Participant deferral / active EE | $11,800 | $7,230+63.2% | $5,421+117.7% | $5,609+110.4% |
| Admin fee / account holder | $7,171 | $15,952-55.0% | $7,510-4.5% | $10,827-33.8% |