Filed February 10, 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 | $270,322 | $217,402+24.3% | $185,823+45.5% | $167,490+61.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.09% | 148.36%-123.3pp | 122.05%-97.0pp | 478.56%-453.5pp |
| Employer contribution / active EE | $10,899 | $5,873+85.6% | $5,167+110.9% | $4,837+125.3% |
| Participant deferral / active EE | $7,592 | $6,356+19.4% | $5,568+36.4% | $6,341+19.7% |
| Admin fee / account holder | $1,816 | $19,811-90.8% | $16,237-88.8% | $12,309-85.2% |