Filed June 29, 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 | $277,329 | $107,452+158.1% | $91,541+203.0% | $142,382+94.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.75% | 22.06%-4.3pp | 20.50%-2.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,481 | $2,994-17.1% | $2,505-0.9% | $4,299-42.3% |
| Participant deferral / active EE | $9,964 | $4,754+109.6% | $4,008+148.6% | $6,507+53.1% |
| Admin fee / account holder | $558 | $8,834-93.7% | $6,956-92.0% | $12,624-95.6% |