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 | $310,044 | $53,822+476.1% | $75,696+309.6% | $85,850+261.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 21.28% | 24.54%-3.3pp | 104.53%-83.3pp | 318.53%-297.3pp |
| Employer contribution / active EE | $7,527 | $2,017+273.3% | $2,743+174.5% | $2,565+193.5% |
| Participant deferral / active EE | $8,705 | $2,895+200.7% | $3,821+127.8% | $3,952+120.3% |
| Admin fee / account holder | $22,196 | $3,343+564.0% | $3,619+513.3% | $6,260+254.6% |