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 | $272,508 | $58,828+363.2% | $77,999+249.4% | $62,891+333.3% |
| Participation rate | 92.1% | 71.1%+21.0pp | 75.5%+16.6pp | 69.3%+22.8pp |
| Annual return | 7.46% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,351 | $1,672-19.2% | $2,470-45.3% | $2,281-40.8% |
| Participant deferral / active EE | $3,989 | $2,686+48.5% | $3,497+14.1% | $3,203+24.5% |
| Admin fee / account holder | $5,489 | $4,393+24.9% | $5,480+0.1% | $4,296+27.8% |