Filed December 1, 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 | $253,802 | $49,227+415.6% | $70,449+260.3% | $79,858+217.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.13% | 30.06%-18.9pp | 109.03%-97.9pp | 31.71%-20.6pp |
| Employer contribution / active EE | $7,538 | $2,099+259.2% | $2,737+175.5% | $2,471+205.1% |
| Participant deferral / active EE | $7,942 | $2,768+186.9% | $3,709+114.1% | $3,740+112.3% |
| Admin fee / account holder | $7,284 | $2,878+153.1% | $3,845+89.4% | $5,306+37.3% |