Filed February 10, 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 9-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 | $267,402 | $88,751+201.3% | $81,812+226.9% | $145,922+83.3% |
| Participation rate | 70.8% | 75.0%-4.2pp | 72.3%-1.5pp | 80.3%-9.4pp |
| Annual return | 11.18% | 1025.40%-1014.2pp | 773.79%-762.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,311 | $3,083-57.5% | $2,912-55.0% | $4,660-71.9% |
| Participant deferral / active EE | $7,488 | $4,643+61.3% | $4,319+73.4% | $6,688+12.0% |
| Admin fee / account holder | $25,406 | $8,415+201.9% | $7,386+244.0% | $13,397+89.6% |