Filed December 2, 2011 (most recent of 3 filings on file)
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 | $257,518 | $48,795+427.8% | $65,493+293.2% | $84,808+203.6% |
| Participation rate | 97.9% | 67.0%+30.9pp | 73.1%+24.8pp | 68.3%+29.6pp |
| Annual return | 17.21% | 20.20%-3.0pp | 982.45%-965.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $6,929 | $1,930+259.1% | $2,574+169.2% | $2,631+163.4% |
| Participant deferral / active EE | $11,735 | $2,928+300.7% | $3,961+196.2% | $4,212+178.6% |
| Admin fee / account holder | $22,448 | $3,877+479.0% | $5,028+346.4% | $7,344+205.7% |