Filed December 19, 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 | $265,172 | $98,750+168.5% | $149,696+77.1% | $79,858+232.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.47% | 27.43%-14.0pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $4,371 | $3,216+35.9% | $4,644-5.9% | $2,471+76.9% |
| Participant deferral / active EE | $11,319 | $5,680+99.3% | $6,842+65.4% | $3,740+202.6% |
| Admin fee / account holder | $5,400 | $6,053-10.8% | $9,309-42.0% | $5,306+1.8% |