Filed September 8, 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 | $722,467 | $178,174+305.5% | $156,181+362.6% | $137,256+426.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.21% | 84.19%-70.0pp | 64.87%-50.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $21,401 | $4,972+330.4% | $4,294+398.4% | $4,156+414.9% |
| Participant deferral / active EE | $25,023 | $6,888+263.3% | $6,132+308.1% | $6,407+290.6% |
| Admin fee / account holder | $55,872 | $17,404+221.0% | $14,586+283.1% | $12,270+355.3% |