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 | $256,956 | $79,633+222.7% | $93,789+174.0% | $68,494+275.1% |
| Participation rate | 97.8% | 75.4%+22.4pp | 81.0%+16.8pp | 67.9%+29.9pp |
| Annual return | -18.29% | -0.10%-18.2pp | -11.33%-7.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $9,153 | $3,665+149.7% | $4,323+111.8% | $2,596+252.5% |
| Participant deferral / active EE | $8,540 | $5,158+65.6% | $6,094+40.1% | $4,027+112.1% |
| Admin fee / account holder | $12,617 | $6,871+83.6% | $7,195+75.4% | $5,403+133.5% |