Filed November 10, 2011 (most recent of 3 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 | $270,444 | $54,380+397.3% | $68,509+294.8% | $59,632+353.5% |
| Participation rate | 92.2% | 70.2%+22.0pp | 74.7%+17.5pp | 68.7%+23.5pp |
| Annual return | 0.42% | 2.83%-2.4pp | 8.27%-7.8pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,635 | $1,539+6.2% | $2,278-28.2% | $2,203-25.8% |
| Participant deferral / active EE | $4,689 | $2,643+77.4% | $3,382+38.6% | $3,192+46.9% |
| Admin fee / account holder | $11,404 | $3,885+193.5% | $5,275+116.2% | $4,297+165.4% |