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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,788 | $46,553+559.0% | $64,056+378.9% | $75,163+308.2% |
| Participation rate | 81.9% | 65.9%+16.0pp | 72.3%+9.6pp | 67.2%+14.8pp |
| Annual return | 9.64% | 26.03%-16.4pp | 33.69%-24.0pp | 160.62%-151.0pp |
| Employer contribution / active EE | $3,708 | $1,974+87.9% | $2,747+35.0% | $2,670+38.9% |
| Participant deferral / active EE | $9,500 | $2,837+234.9% | $3,880+144.8% | $4,125+130.3% |
| Admin fee / account holder | $21,351 | $2,952+623.3% | $3,068+595.9% | $5,651+277.8% |