Filed January 21, 2011
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 | $563,173 | $160,055+251.9% | $140,016+302.2% | $135,375+316.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.77% | 911.38%-914.2pp | 651.12%-653.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $6,197 | $6,420-3.5% | $5,606+10.5% | $4,779+29.7% |
| Participant deferral / active EE | $9,746 | $7,642+27.5% | $6,927+40.7% | $5,609+73.8% |
| Admin fee / account holder | $110,203 | $13,328+726.9% | $10,705+929.4% | $10,827+917.9% |