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 | $266,257 | $142,344+87.1% | $119,609+122.6% | $134,475+98.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.90% | -12.44%-6.5pp | -14.97%-3.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $14,429 | $5,222+176.3% | $4,232+241.0% | $4,740+204.4% |
| Participant deferral / active EE | $10,095 | $6,469+56.0% | $5,602+80.2% | $6,400+57.7% |
| Admin fee / account holder | $118,220 | $13,584+770.3% | $10,323+1045.2% | $11,426+934.7% |