Filed December 15, 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 | $361,016 | $100,852+258.0% | $90,404+299.3% | $158,922+127.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.22% | 1724.20%-1712.0pp | 1293.02%-1280.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $9,212 | $3,689+149.7% | $3,262+182.4% | $4,761+93.5% |
| Participant deferral / active EE | $5,780 | $4,348+32.9% | $3,963+45.8% | $5,982-3.4% |
| Admin fee / account holder | $5,882 | $6,501-9.5% | $5,611+4.8% | $11,246-47.7% |