Filed December 2, 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 | $349,238 | $109,817+218.0% | $98,442+254.8% | $167,490+108.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.74% | 1956.69%-1946.0pp | 1492.73%-1482.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $10,630 | $3,224+229.7% | $2,960+259.2% | $4,837+119.7% |
| Participant deferral / active EE | $13,938 | $4,673+198.3% | $4,276+225.9% | $6,341+119.8% |
| Admin fee / account holder | $16,510 | $6,753+144.5% | $5,949+177.5% | $12,309+34.1% |