Filed May 20, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $1,197,197 | $375,661+218.7% | $312,151+283.5% | $382,429+213.1% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 16.78% | 0.11%+16.7pp | 1.82%+15.0pp | 248.85%-232.1pp |
| Employer contribution / active EE | $12,694 | $9,697+30.9% | $8,031+58.1% | $8,036+58.0% |
| Participant deferral / active EE | $15,925 | $5,737+177.6% | $5,370+196.6% | $5,727+178.0% |
| Admin fee / account holder | $42,236 | $64,308-34.3% | $51,799-18.5% | $30,732+37.4% |