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 | $304,163 | $144,119+111.0% | $117,854+158.1% | $147,584+106.1% |
| Participation rate | 89.5% | 83.4%+6.1pp | 79.7%+9.8pp | 82.8%+6.6pp |
| Annual return | 15.79% | 531.15%-515.4pp | 335.08%-319.3pp | 578.55%-562.8pp |
| Employer contribution / active EE | $11,219 | $4,896+129.1% | $3,786+196.3% | $4,876+130.1% |
| Participant deferral / active EE | $7,978 | $5,316+50.1% | $4,482+78.0% | $5,439+46.7% |
| Admin fee / account holder | $6,126 | $10,886-43.7% | $8,020-23.6% | $10,885-43.7% |