Filed February 11, 2011 (most recent of 2 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 | $275,967 | $91,552+201.4% | $133,956+106.0% | $79,858+245.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.18% | 61.85%-49.7pp | 45.09%-32.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $15,569 | $2,384+553.2% | $3,919+297.3% | $2,471+530.1% |
| Participant deferral / active EE | $10,159 | $3,733+172.1% | $5,048+101.3% | $3,740+171.6% |
| Admin fee / account holder | $4,133 | $6,321-34.6% | $8,927-53.7% | $5,306-22.1% |