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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $645,791 | $173,345+272.5% | $136,007+374.8% | $145,922+342.6% |
| Participation rate | 92.3% | 80.5%+11.9pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 6.26% | 1163.32%-1157.1pp | 579.32%-573.1pp | 561.29%-555.0pp |
| Employer contribution / active EE | $4,185 | $5,278-20.7% | $4,217-0.8% | $4,660-10.2% |
| Participant deferral / active EE | $13,738 | $8,699+57.9% | $7,025+95.6% | $6,688+105.4% |
| Admin fee / account holder | $9,899 | $9,954-0.6% | $6,858+44.3% | $13,397-26.1% |