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 | $513,273 | $148,978+244.5% | $200,582+155.9% | $84,808+505.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.20% | 28.16%-13.0pp | 42.33%-27.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $15,581 | $4,815+223.6% | $6,419+142.7% | $2,631+492.2% |
| Participant deferral / active EE | $16,867 | $7,142+136.2% | $9,331+80.8% | $4,212+300.5% |
| Admin fee / account holder | $29,977 | $13,977+114.5% | $16,305+83.9% | $7,344+308.2% |