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 | $385,261 | $123,793+211.2% | $177,821+116.7% | $79,858+382.4% |
| Participation rate | 98.0% | 84.7%+13.3pp | 87.7%+10.3pp | 69.6%+28.4pp |
| Annual return | 15.87% | 22.82%-7.0pp | 48.32%-32.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $13,112 | $4,095+220.2% | $5,918+121.6% | $2,471+430.7% |
| Participant deferral / active EE | $13,486 | $5,956+126.4% | $7,714+74.8% | $3,740+260.6% |
| Admin fee / account holder | $2,776 | $7,243-61.7% | $12,427-77.7% | $5,306-47.7% |