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 | $284,696 | $74,888+280.2% | $71,209+299.8% | $142,382+100.0% |
| Participation rate | 70.8% | 76.2%-5.4pp | 73.8%-2.9pp | 80.1%-9.3pp |
| Annual return | 19.15% | 345.14%-326.0pp | 282.51%-263.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,648 | $2,854-42.3% | $2,721-39.4% | $4,299-61.7% |
| Participant deferral / active EE | $8,067 | $4,454+81.1% | $4,175+93.2% | $6,507+24.0% |
| Admin fee / account holder | $62,064 | $5,568+1014.6% | $5,349+1060.3% | $12,624+391.6% |