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 | $355,827 | $99,985+255.9% | $146,665+142.6% | $85,850+314.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.23% | 18.93%-3.7pp | 22.74%-7.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $18,168 | $2,559+610.1% | $4,136+339.2% | $2,565+608.3% |
| Participant deferral / active EE | $13,242 | $4,006+230.6% | $5,506+140.5% | $3,952+235.1% |
| Admin fee / account holder | $8,566 | $7,702+11.2% | $10,280-16.7% | $6,260+36.8% |