Filed January 25, 2010 (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 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 | $292,904 | $27,915+949.3% | $58,482+400.8% | $75,163+289.7% |
| Participation rate | 84.4% | 38.8%+45.5pp | 50.9%+33.5pp | 67.2%+17.2pp |
| Annual return | 18.99% | 44.20%-25.2pp | 4239.32%-4220.3pp | 160.62%-141.6pp |
| Employer contribution / active EE | $12,828 | $669+1817.3% | $1,053+1117.9% | $2,670+380.5% |
| Participant deferral / active EE | $11,926 | $1,201+892.8% | $1,924+519.9% | $4,125+189.1% |
| Admin fee / account holder | $7,734 | $1,726+348.2% | $2,516+207.4% | $5,651+36.9% |