Filed March 9, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $542,496 | $136,307+298.0% | $106,619+408.8% | $273,961+98.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -1.61% | 11.05%-12.7pp | 9.42%-11.0pp | 41.45%-43.1pp |
| Employer contribution / active EE | $22,382 | $5,190+331.3% | $3,947+467.1% | $4,869+359.7% |
| Participant deferral / active EE | $400 | $4,969-92.0% | $3,930-89.8% | $5,287-92.4% |
| Admin fee / account holder | $9,443 | $8,625+9.5% | $6,418+47.1% | $10,132-6.8% |