Filed March 31, 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 | $256,757 | $137,414+86.8% | $189,513+35.5% | $85,850+199.1% |
| Participation rate | 98.6% | 84.6%+14.0pp | 87.8%+10.8pp | 69.3%+29.3pp |
| Annual return | 22.38% | 38.14%-15.8pp | 555.15%-532.8pp | 318.53%-296.2pp |
| Employer contribution / active EE | $4,375 | $4,344+0.7% | $6,162-29.0% | $2,565+70.6% |
| Participant deferral / active EE | $11,355 | $6,260+81.4% | $8,221+38.1% | $3,952+187.3% |
| Admin fee / account holder | $1,955 | $8,630-77.3% | $12,045-83.8% | $6,260-68.8% |