Filed February 5, 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 | $320,420 | $131,829+143.1% | $108,579+195.1% | $273,961+17.0% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 8.94% | -91.57%+100.5pp | -51.70%+60.6pp | 41.45%-32.5pp |
| Employer contribution / active EE | $17,388 | $4,912+254.0% | $3,758+362.7% | $4,869+257.1% |
| Participant deferral / active EE | $7,897 | $5,127+54.0% | $4,311+83.2% | $5,287+49.4% |
| Admin fee / account holder | $4,722 | $10,252-53.9% | $7,645-38.2% | $10,132-53.4% |