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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,152 | $86,891+209.8% | $142,449+88.9% | $75,163+258.1% |
| Participation rate | 86.8% | 68.5%+18.3pp | 76.8%+10.0pp | 67.2%+19.6pp |
| Annual return | 16.70% | 23.31%-6.6pp | 19.99%-3.3pp | 160.62%-143.9pp |
| Employer contribution / active EE | $7,159 | $3,355+113.4% | $4,847+47.7% | $2,670+168.2% |
| Participant deferral / active EE | $10,380 | $4,938+110.2% | $6,283+65.2% | $4,125+151.6% |
| Admin fee / account holder | $12,943 | $7,299+77.3% | $10,011+29.3% | $5,651+129.0% |