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 | $336,038 | $167,307+100.9% | $143,757+133.8% | $134,475+149.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 31.82% | 0.46%+31.4pp | -0.04%+31.9pp | 417.96%-386.1pp |
| Employer contribution / active EE | $11,035 | $5,619+96.4% | $4,951+122.9% | $4,740+132.8% |
| Participant deferral / active EE | $7,521 | $6,446+16.7% | $5,637+33.4% | $6,400+17.5% |
| Admin fee / account holder | $3,959 | $18,088-78.1% | $14,673-73.0% | $11,426-65.4% |