Filed September 1, 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 | $1,037,235 | $238,490+334.9% | $180,183+475.7% | $142,382+628.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 15.30% | 33.56%-18.3pp | 27.86%-12.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $47,586 | $6,143+674.7% | $5,039+844.4% | $4,299+1006.9% |
| Participant deferral / active EE | $28,634 | $7,996+258.1% | $6,822+319.7% | $6,507+340.0% |
| Admin fee / account holder | $230,286 | $28,866+697.8% | $19,975+1052.8% | $12,624+1724.2% |