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 | $316,114 | $92,985+240.0% | $153,485+106.0% | $80,856+291.0% |
| Participation rate | 86.5% | 69.0%+17.6pp | 77.1%+9.5pp | 67.6%+18.9pp |
| Annual return | 14.50% | 19.95%-5.4pp | 15.65%-1.1pp | 35.59%-21.1pp |
| Employer contribution / active EE | $8,951 | $3,507+155.2% | $5,039+77.7% | $2,755+224.9% |
| Participant deferral / active EE | $11,559 | $5,178+123.2% | $6,757+71.1% | $4,296+169.1% |
| Admin fee / account holder | $32,550 | $8,880+266.5% | $12,724+155.8% | $6,918+370.5% |