Filed June 10, 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 | $303,015 | $54,705+453.9% | $71,209+325.5% | $84,808+257.3% |
| Participation rate | 88.2% | 64.1%+24.2pp | 73.8%+14.5pp | 68.3%+19.9pp |
| Annual return | 19.11% | 35.90%-16.8pp | 282.51%-263.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $16,307 | $2,158+655.7% | $2,721+499.3% | $2,631+519.8% |
| Participant deferral / active EE | $16,929 | $3,030+458.6% | $4,175+305.5% | $4,212+302.0% |
| Admin fee / account holder | $26,881 | $4,863+452.7% | $5,349+402.6% | $7,344+266.0% |