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 | $544,060 | $147,727+268.3% | $115,756+370.0% | $134,475+304.6% |
| Participation rate | 92.9% | 80.4%+12.4pp | 77.1%+15.8pp | 81.2%+11.6pp |
| Annual return | -9.46% | 73.96%-83.4pp | 143.14%-152.6pp | 417.96%-427.4pp |
| Employer contribution / active EE | $4,282 | $4,713-9.1% | $3,793+12.9% | $4,740-9.7% |
| Participant deferral / active EE | $14,097 | $7,563+86.4% | $6,254+125.4% | $6,400+120.3% |
| Admin fee / account holder | $72,596 | $14,571+398.2% | $8,124+793.6% | $11,426+535.4% |