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 | $339,472 | $64,839+423.6% | $95,585+255.2% | $84,808+300.3% |
| Participation rate | 98.9% | 63.8%+35.0pp | 72.1%+26.8pp | 68.3%+30.6pp |
| Annual return | 14.17% | -670.96%+685.1pp | 38.56%-24.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $14,932 | $1,759+749.0% | $2,527+491.0% | $2,631+467.5% |
| Participant deferral / active EE | $5,158 | $2,965+74.0% | $4,023+28.2% | $4,212+22.5% |
| Admin fee / account holder | $1,164 | $5,964-80.5% | $6,127-81.0% | $7,344-84.1% |