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 | $358,866 | $81,900+338.2% | $119,609+200.0% | $68,494+423.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 1.09% | -23.82%+24.9pp | -14.97%+16.1pp | -7.84%+8.9pp |
| Employer contribution / active EE | $19,189 | $2,693+612.5% | $4,232+353.4% | $2,596+639.1% |
| Participant deferral / active EE | $14,045 | $4,148+238.6% | $5,602+150.7% | $4,027+248.8% |
| Admin fee / account holder | $40,332 | $6,582+512.8% | $10,323+290.7% | $5,403+646.5% |