Filed September 30, 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 | $275,390 | $96,635+185.0% | $86,612+218.0% | $139,434+97.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.12% | 106.41%-88.3pp | 591.07%-573.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $23,016 | $3,263+605.4% | $3,022+661.5% | $4,751+384.5% |
| Participant deferral / active EE | $15,648 | $4,836+223.6% | $4,438+252.6% | $6,710+133.2% |
| Admin fee / account holder | $911 | $6,408-85.8% | $5,614-83.8% | $11,403-92.0% |