Filed May 4, 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 | $258,650 | $95,803+170.0% | $113,168+128.6% | $84,808+205.0% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.5pp |
| Annual return | 26.82% | 25.00%+1.8pp | 24.27%+2.6pp | 40.90%-14.1pp |
| Employer contribution / active EE | $3,699 | $2,360+56.7% | $2,975+24.3% | $2,631+40.6% |
| Participant deferral / active EE | $13,991 | $4,242+229.8% | $5,107+174.0% | $4,212+232.2% |
| Admin fee / account holder | $18,122 | $8,989+101.6% | $12,068+50.2% | $7,344+146.8% |