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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,193 | $93,373+201.1% | $152,466+84.4% | $85,850+227.5% |
| Participation rate | 90.0% | 70.1%+19.9pp | 78.2%+11.8pp | 69.3%+20.7pp |
| Annual return | 11.21% | 21.84%-10.6pp | 757.33%-746.1pp | 318.53%-307.3pp |
| Employer contribution / active EE | $8,998 | $2,996+200.4% | $4,327+108.0% | $2,565+250.8% |
| Participant deferral / active EE | $12,219 | $4,550+168.5% | $5,820+109.9% | $3,952+209.2% |
| Admin fee / account holder | $9,283 | $13,853-33.0% | $15,805-41.3% | $6,260+48.3% |