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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $608,411 | $149,679+306.5% | $117,039+419.8% | $147,584+312.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 10.74% | 19.31%-8.6pp | 18.95%-8.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $21,794 | $4,937+341.5% | $3,785+475.9% | $4,876+346.9% |
| Participant deferral / active EE | $400 | $4,912-91.9% | $3,929-89.8% | $5,439-92.6% |
| Admin fee / account holder | $14,812 | $7,856+88.5% | $5,974+147.9% | $10,885+36.1% |