Filed July 21, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $263,595 | $101,724+159.1% | $164,813+59.9% | $80,856+226.0% |
| Participation rate | 97.5% | 71.8%+25.7pp | 78.6%+18.9pp | 67.6%+29.9pp |
| Annual return | 21.01% | 16.72%+4.3pp | 69.93%-48.9pp | 35.59%-14.6pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,621 | $4,477+70.2% | $6,031+26.4% | $4,296+77.4% |
| Admin fee / account holder | $15,155 | $8,227+84.2% | $12,690+19.4% | $6,918+119.1% |