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 | $352,979 | $110,094+220.6% | $151,611+132.8% | $68,494+415.3% |
| Participation rate | 96.0% | 84.0%+12.0pp | 87.5%+8.5pp | 67.9%+28.1pp |
| Annual return | -17.28% | -10.12%-7.2pp | 3.33%-20.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $16,939 | $4,471+278.9% | $6,166+174.7% | $2,596+552.4% |
| Participant deferral / active EE | $13,309 | $6,527+103.9% | $8,363+59.1% | $4,027+230.5% |
| Admin fee / account holder | $16,526 | $7,719+114.1% | $11,616+42.3% | $5,403+205.9% |