Filed July 4, 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.
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 | $710,507 | $100,773+605.1% | $88,946+698.8% | $142,382+399.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.04% | 70.18%-57.1pp | 57.82%-44.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $20,051 | $2,918+587.2% | $2,555+684.8% | $4,299+366.4% |
| Participant deferral / active EE | $8,624 | $5,230+64.9% | $4,581+88.2% | $6,507+32.5% |
| Admin fee / account holder | $3,279 | $9,693-66.2% | $8,261-60.3% | $12,624-74.0% |