Filed July 7, 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 | $306,377 | $95,803+219.8% | $113,168+170.7% | $84,808+261.3% |
| Participation rate | 95.9% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.6pp |
| Annual return | 14.91% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,853 | $2,360+63.3% | $2,975+29.5% | $2,631+46.4% |
| Participant deferral / active EE | $7,692 | $4,242+81.3% | $5,107+50.6% | $4,212+82.6% |
| Admin fee / account holder | $5,278 | $8,989-41.3% | $12,068-56.3% | $7,344-28.1% |