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.
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 | $709,031 | $149,734+373.5% | $118,925+496.2% | $158,922+346.2% |
| Participation rate | 90.0% | 82.1%+7.9pp | 75.4%+14.6pp | 82.0%+8.0pp |
| Annual return | 7.37% | 19.95%-12.6pp | 35.88%-28.5pp | 302.83%-295.5pp |
| Employer contribution / active EE | $25,553 | $4,115+520.9% | $3,263+683.2% | $4,761+436.7% |
| Participant deferral / active EE | $0 | $5,223-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $119,875 | $8,603+1293.4% | $6,581+1721.7% | $11,246+966.0% |