Filed September 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 | $320,429 | $85,202+276.1% | $172,739+85.5% | $72,985+339.0% |
| Participation rate | 93.8% | 70.1%+23.7pp | 82.6%+11.1pp | 69.5%+24.3pp |
| Annual return | 22.71% | 27.32%-4.6pp | 802.84%-780.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $15,578 | $3,324+368.6% | $5,143+202.9% | $2,440+538.5% |
| Participant deferral / active EE | $6,754 | $3,260+107.2% | $5,198+29.9% | $3,607+87.2% |
| Admin fee / account holder | $428 | $5,884-92.7% | $13,954-96.9% | $5,124-91.6% |