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 | $410,707 | $125,758+226.6% | $169,993+141.6% | $75,163+446.4% |
| Participation rate | 98.7% | 83.6%+15.1pp | 87.0%+11.7pp | 67.2%+31.5pp |
| Annual return | 19.30% | 27.20%-7.9pp | 53.37%-34.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $16,734 | $4,615+262.6% | $6,785+146.6% | $2,670+526.8% |
| Participant deferral / active EE | $14,148 | $6,837+106.9% | $10,408+35.9% | $4,125+243.0% |
| Admin fee / account holder | $12,926 | $8,173+58.1% | $12,815+0.9% | $5,651+128.7% |