Filed May 20, 2012 (most recent of 4 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 | $314,416 | $94,529+232.6% | $140,016+124.6% | $64,186+389.9% |
| Participation rate | 92.5% | 84.1%+8.5pp | 87.5%+5.0pp | 69.6%+23.0pp |
| Annual return | -4.96% | 7.77%-12.7pp | 651.12%-656.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $15,850 | $3,812+315.7% | $5,606+182.7% | $2,381+565.7% |
| Participant deferral / active EE | $9,736 | $5,250+85.4% | $6,927+40.5% | $3,470+180.6% |
| Admin fee / account holder | $22,502 | $6,741+233.8% | $10,705+110.2% | $4,888+360.3% |