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 | $477,701 | $817,678-41.6% | $392,568+21.7% | $152,861+212.5% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.1%+16.1pp | 82.4%+11.7pp |
| Annual return | 16.07% | 22.84%-6.8pp | 24.42%-8.4pp | 345.32%-329.2pp |
| Employer contribution / active EE | $3,277 | $5,502-40.4% | $3,783-13.4% | $4,762-31.2% |
| Participant deferral / active EE | $12,155 | $8,398+44.7% | $5,985+103.1% | $5,850+107.8% |
| Admin fee / account holder | $1,375 | $12,095-88.6% | $6,260-78.0% | $11,596-88.1% |