Filed April 25, 2011 (most recent of 2 filings on file)
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 3-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 | $286,349 | $109,359+161.8% | $162,163+76.6% | $72,985+292.3% |
| Participation rate | 91.4% | 84.3%+7.2pp | 87.6%+3.9pp | 69.5%+21.9pp |
| Annual return | 20.61% | 25.46%-4.8pp | 115.59%-95.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $4,720 | $3,907+20.8% | $5,614-15.9% | $2,440+93.5% |
| Participant deferral / active EE | $9,240 | $5,481+68.6% | $7,298+26.6% | $3,607+156.1% |
| Admin fee / account holder | $11,901 | $7,972+49.3% | $10,843+9.8% | $5,124+132.3% |