Filed July 6, 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 | $550,345 | $162,781+238.1% | $133,956+310.8% | $158,922+246.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 30.09% | 41.94%-11.8pp | 45.09%-15.0pp | 302.83%-272.7pp |
| Employer contribution / active EE | $14,231 | $4,975+186.0% | $3,919+263.2% | $4,761+198.9% |
| Participant deferral / active EE | $11,362 | $5,911+92.2% | $5,048+125.1% | $5,982+89.9% |
| Admin fee / account holder | $31,584 | $11,736+169.1% | $8,927+253.8% | $11,246+180.8% |