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 | $278,349 | $103,966+167.7% | $112,887+146.6% | $75,163+270.3% |
| Participation rate | 98.8% | 75.7%+23.2pp | 80.5%+18.3pp | 67.2%+31.6pp |
| Annual return | 20.97% | 24.54%-3.6pp | 34.10%-13.1pp | 160.62%-139.6pp |
| Employer contribution / active EE | $9,943 | $3,870+156.9% | $4,563+117.9% | $2,670+272.4% |
| Participant deferral / active EE | $9,903 | $5,456+81.5% | $6,513+52.0% | $4,125+140.1% |
| Admin fee / account holder | $48,489 | $7,663+532.7% | $7,047+588.1% | $5,651+758.1% |