Filed October 30, 2012 (most recent of 2 filings on file)
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 | $274,791 | $105,181+161.3% | $159,436+72.4% | $85,850+220.1% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.8%+15.6pp | 69.3%+29.1pp |
| Annual return | 14.39% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $9,385 | $3,318+182.8% | $4,829+94.3% | $2,565+265.9% |
| Participant deferral / active EE | $9,939 | $5,945+67.2% | $7,352+35.2% | $3,952+151.5% |
| Admin fee / account holder | $24,133 | $6,933+248.1% | $10,799+123.5% | $6,260+285.5% |