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.
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 | $465,527 | $144,119+223.0% | $117,854+295.0% | $147,584+215.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.52% | 531.15%-519.6pp | 335.08%-323.6pp | 578.55%-567.0pp |
| Employer contribution / active EE | $9,550 | $4,896+95.0% | $3,786+152.2% | $4,876+95.8% |
| Participant deferral / active EE | $8,692 | $5,316+63.5% | $4,482+93.9% | $5,439+59.8% |
| Admin fee / account holder | $12,421 | $10,886+14.1% | $8,020+54.9% | $10,885+14.1% |