Filed April 21, 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 | $295,793 | $88,751+233.3% | $81,812+261.6% | $145,922+102.7% |
| Participation rate | 73.9% | 75.0%-1.1pp | 72.3%+1.6pp | 80.3%-6.4pp |
| Annual return | 15.70% | 1025.40%-1009.7pp | 773.79%-758.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,615 | $3,083-47.6% | $2,912-44.5% | $4,660-65.3% |
| Participant deferral / active EE | $8,634 | $4,643+85.9% | $4,319+99.9% | $6,688+29.1% |
| Admin fee / account holder | $5,754 | $8,415-31.6% | $7,386-22.1% | $13,397-57.1% |