Filed December 14, 2011
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 | $317,115 | $209,336+51.5% | $197,124+60.9% | $137,256+131.0% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 16.95% | 48.09%-31.1pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $16,848 | $6,591+155.6% | $6,227+170.5% | $4,156+305.4% |
| Participant deferral / active EE | $12,338 | $9,614+28.3% | $9,135+35.1% | $6,407+92.6% |
| Admin fee / account holder | $1,813 | $17,308-89.5% | $16,298-88.9% | $12,270-85.2% |