Filed February 17, 2011 (most recent of 4 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $394,322 | $150,440+162.1% | $136,294+189.3% | $147,584+167.2% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 7.54% | 1049.08%-1041.5pp | 5155.94%-5148.4pp | 578.55%-571.0pp |
| Employer contribution / active EE | $14,038 | $5,256+167.1% | $4,695+199.0% | $4,876+187.9% |
| Participant deferral / active EE | $10,021 | $6,630+51.1% | $6,247+60.4% | $5,439+84.3% |
| Admin fee / account holder | $2,923 | $10,905-73.2% | $9,243-68.4% | $10,885-73.2% |