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 | $720,650 | $209,832+243.4% | $189,513+280.3% | $167,490+330.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.34% | 748.27%-738.9pp | 555.15%-545.8pp | 478.56%-469.2pp |
| Employer contribution / active EE | $5,620 | $6,914-18.7% | $6,162-8.8% | $4,837+16.2% |
| Participant deferral / active EE | $9,505 | $8,935+6.4% | $8,221+15.6% | $6,341+49.9% |
| Admin fee / account holder | $35,371 | $14,293+147.5% | $12,045+193.7% | $12,309+187.4% |