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 | $505,609 | $81,248+522.3% | $155,509+225.1% | $80,856+525.3% |
| Participation rate | 75.6% | 66.2%+9.4pp | 78.2%-2.6pp | 67.6%+8.0pp |
| Annual return | 15.86% | 33.31%-17.5pp | 64.67%-48.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $8,365 | $3,100+169.8% | $4,672+79.0% | $2,755+203.6% |
| Participant deferral / active EE | $7,417 | $3,452+114.9% | $5,626+31.8% | $4,296+72.7% |
| Admin fee / account holder | $2,680 | $7,997-66.5% | $15,912-83.2% | $6,918-61.3% |