Filed August 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 | $269,427 | $100,041+169.3% | $149,718+80.0% | $70,131+284.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.36% | 27.43%-7.1pp | 1501.63%-1481.3pp | 73.14%-52.8pp |
| Employer contribution / active EE | $11,972 | $3,662+227.0% | $5,445+119.9% | $2,342+411.1% |
| Participant deferral / active EE | $11,341 | $4,983+127.6% | $6,569+72.6% | $3,332+240.4% |
| Admin fee / account holder | $18,174 | $8,286+119.3% | $11,283+61.1% | $4,645+291.2% |