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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,001 | $96,635+159.7% | $86,612+189.8% | $139,434+80.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 7.81% | 106.41%-98.6pp | 591.07%-583.3pp | 372.94%-365.1pp |
| Employer contribution / active EE | $11,763 | $3,263+260.5% | $3,022+289.2% | $4,751+147.6% |
| Participant deferral / active EE | $8,976 | $4,836+85.6% | $4,438+102.3% | $6,710+33.8% |
| Admin fee / account holder | $327 | $6,408-94.9% | $5,614-94.2% | $11,403-97.1% |