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 | $671,465 | $127,100+428.3% | $105,738+535.0% | $135,375+396.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 9.05% | 4.49%+4.6pp | 6.27%+2.8pp | 519.73%-510.7pp |
| Employer contribution / active EE | $24,530 | $4,107+497.3% | $3,268+650.6% | $4,779+413.3% |
| Participant deferral / active EE | $436 | $5,064-91.4% | $4,080-89.3% | $5,609-92.2% |
| Admin fee / account holder | $15,371 | $9,087+69.2% | $6,913+122.4% | $10,827+42.0% |