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 | $512,356 | $755,339-32.2% | $379,746+34.9% | $158,922+222.4% |
| Participation rate | 93.8% | 81.8%+12.0pp | 78.4%+15.3pp | 82.0%+11.8pp |
| Annual return | 4.33% | 53.41%-49.1pp | 34.90%-30.6pp | 302.83%-298.5pp |
| Employer contribution / active EE | $3,583 | $4,685-23.5% | $3,540+1.2% | $4,761-24.7% |
| Participant deferral / active EE | $13,393 | $7,938+68.7% | $6,024+122.3% | $5,982+123.9% |
| Admin fee / account holder | $2,040 | $14,482-85.9% | $7,927-74.3% | $11,246-81.9% |