Filed April 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 | $281,771 | $75,963+270.9% | $97,995+187.5% | $70,131+301.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 17.23% | 19.26%-2.0pp | 23.94%-6.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $8,640 | $3,278+163.6% | $4,158+107.8% | $2,342+268.9% |
| Participant deferral / active EE | $7,184 | $4,053+77.2% | $5,097+41.0% | $3,332+115.6% |
| Admin fee / account holder | $10,749 | $5,407+98.8% | $5,943+80.9% | $4,645+131.4% |