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 | $446,919 | $125,758+255.4% | $169,993+162.9% | $75,163+494.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.03% | 27.20%-8.2pp | 53.37%-34.3pp | 160.62%-141.6pp |
| Employer contribution / active EE | $15,136 | $4,615+228.0% | $6,785+123.1% | $2,670+467.0% |
| Participant deferral / active EE | $16,294 | $6,837+138.3% | $10,408+56.6% | $4,125+295.0% |
| Admin fee / account holder | $28,760 | $8,173+251.9% | $12,815+124.4% | $5,651+409.0% |