Filed July 16, 2010
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $271,206 | $111,535+143.2% | $105,223+157.7% | $137,256+97.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.82% | 237.85%-215.0pp | 180.65%-157.8pp | 220.34%-197.5pp |
| Employer contribution / active EE | $18,369 | $3,939+366.3% | $3,689+398.0% | $4,156+342.0% |
| Participant deferral / active EE | $1,870 | $5,500-66.0% | $5,072-63.1% | $6,407-70.8% |
| Admin fee / account holder | $27,954 | $9,721+187.6% | $8,859+215.6% | $12,270+127.8% |