Filed February 11, 2011 (most recent of 2 filings on file)
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 | $255,456 | $93,170+174.2% | $100,534+154.1% | $84,808+201.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 13.91% | 47.13%-33.2pp | 32.66%-18.8pp | 40.90%-27.0pp |
| Employer contribution / active EE | $7,085 | $3,985+77.8% | $4,346+63.0% | $2,631+169.3% |
| Participant deferral / active EE | $11,514 | $5,699+102.1% | $6,144+87.4% | $4,212+173.4% |
| Admin fee / account holder | $57,383 | $7,382+677.3% | $7,654+649.7% | $7,344+681.4% |