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 | $270,370 | $201,272+34.3% | $184,203+46.8% | $145,922+85.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 42.66% | 29.00%+13.7pp | 28.81%+13.8pp | 561.29%-518.6pp |
| Employer contribution / active EE | $6,492 | $7,022-7.5% | $6,427+1.0% | $4,660+39.3% |
| Participant deferral / active EE | $13,237 | $9,806+35.0% | $9,131+45.0% | $6,688+97.9% |
| Admin fee / account holder | $41,616 | $16,364+154.3% | $13,901+199.4% | $13,397+210.6% |