Filed November 7, 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 | $307,235 | $61,774+397.4% | $97,226+216.0% | $80,856+280.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 30.85% | -557.90%+588.8pp | 75.13%-44.3pp | 35.59%-4.7pp |
| Employer contribution / active EE | $15,409 | $1,837+739.0% | $2,729+464.7% | $2,755+459.3% |
| Participant deferral / active EE | $4,772 | $3,029+57.5% | $4,264+11.9% | $4,296+11.1% |
| Admin fee / account holder | $5,745 | $5,166+11.2% | $5,654+1.6% | $6,918-17.0% |