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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,721 | $77,899+302.7% | $149,673+109.6% | $75,163+317.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 6.69% | 31.72%-25.0pp | 134.42%-127.7pp | 160.62%-153.9pp |
| Employer contribution / active EE | $9,871 | $3,137+214.6% | $4,818+104.9% | $2,670+269.7% |
| Participant deferral / active EE | $7,186 | $3,411+110.7% | $5,680+26.5% | $4,125+74.2% |
| Admin fee / account holder | $5,045 | $5,956-15.3% | $13,210-61.8% | $5,651-10.7% |