Filed March 9, 2012 (most recent of 3 filings on file)
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,501 | $88,042+201.6% | $138,135+92.2% | $79,858+232.5% |
| Participation rate | 87.7% | 71.4%+16.3pp | 78.7%+9.0pp | 69.6%+18.1pp |
| Annual return | 9.28% | 20.58%-11.3pp | 20.51%-11.2pp | 31.71%-22.4pp |
| Employer contribution / active EE | $7,663 | $3,103+146.9% | $5,587+37.2% | $2,471+210.1% |
| Participant deferral / active EE | $10,505 | $4,704+123.3% | $6,431+63.3% | $3,740+180.9% |
| Admin fee / account holder | $915 | $7,791-88.3% | $11,856-92.3% | $5,306-82.8% |