Filed April 29, 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 | $252,883 | $58,208+334.5% | $81,812+209.1% | $80,856+212.8% |
| Participation rate | 96.7% | 63.4%+33.3pp | 72.3%+24.3pp | 67.6%+29.0pp |
| Annual return | 17.22% | 41.66%-24.4pp | 773.79%-756.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $10,177 | $2,340+334.9% | $2,912+249.5% | $2,755+269.4% |
| Participant deferral / active EE | $11,181 | $3,281+240.8% | $4,319+158.9% | $4,296+160.3% |
| Admin fee / account holder | $14,857 | $4,981+198.3% | $7,386+101.2% | $6,918+114.8% |