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 | $367,427 | $109,359+236.0% | $162,163+126.6% | $72,985+403.4% |
| Participation rate | 95.5% | 84.3%+11.2pp | 87.6%+7.9pp | 69.5%+26.0pp |
| Annual return | 21.00% | 25.46%-4.5pp | 115.59%-94.6pp | 81.00%-60.0pp |
| Employer contribution / active EE | $17,342 | $3,907+343.8% | $5,614+208.9% | $2,440+610.8% |
| Participant deferral / active EE | $10,450 | $5,481+90.7% | $7,298+43.2% | $3,607+189.7% |
| Admin fee / account holder | $25,980 | $7,972+225.9% | $10,843+139.6% | $5,124+407.0% |