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 | $275,738 | $92,703+197.4% | $82,719+233.3% | $134,475+105.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.73% | 944.92%-961.7pp | 701.18%-717.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $10,384 | $3,274+217.2% | $3,009+245.1% | $4,740+119.1% |
| Participant deferral / active EE | $12,955 | $4,802+169.8% | $4,395+194.8% | $6,400+102.4% |
| Admin fee / account holder | $905 | $5,983-84.9% | $5,329-83.0% | $11,426-92.1% |