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 | $315,207 | $67,411+367.6% | $91,001+246.4% | $70,131+349.5% |
| Participation rate | 87.7% | 71.4%+16.3pp | 75.6%+12.1pp | 69.5%+18.1pp |
| Annual return | 18.17% | -40.16%+58.3pp | 4.60%+13.6pp | 73.14%-55.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,582 | $2,823+26.9% | $3,547+1.0% | $3,332+7.5% |
| Admin fee / account holder | $6,448 | $4,236+52.2% | $5,417+19.0% | $4,645+38.8% |