Filed November 15, 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 | $250,166 | $49,177+408.7% | $79,464+214.8% | $64,186+289.8% |
| Participation rate | 93.8% | 65.0%+28.7pp | 73.3%+20.4pp | 69.6%+24.2pp |
| Annual return | 9.57% | -1.16%+10.7pp | 718.14%-708.6pp | 7.63%+1.9pp |
| Employer contribution / active EE | $19,965 | $2,076+861.6% | $2,800+612.9% | $2,381+738.6% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,390 | $3,839+222.8% | $5,113+142.3% | $4,888+153.5% |