Filed December 19, 2011 (most recent of 2 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 | $271,180 | $148,978+82.0% | $200,582+35.2% | $84,808+219.8% |
| Participation rate | 95.4% | 84.2%+11.2pp | 86.9%+8.5pp | 68.3%+27.1pp |
| Annual return | 14.32% | 28.16%-13.8pp | 42.33%-28.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $5,061 | $4,815+5.1% | $6,419-21.2% | $2,631+92.4% |
| Participant deferral / active EE | $10,851 | $7,142+51.9% | $9,331+16.3% | $4,212+157.6% |
| Admin fee / account holder | $33,191 | $13,977+137.5% | $16,305+103.6% | $7,344+352.0% |