Filed February 2, 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.
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 | $327,572 | $84,233+288.9% | $170,442+92.2% | $70,131+367.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.57% | 23.06%-6.5pp | 205.93%-189.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $14,788 | $3,387+336.6% | $5,433+172.2% | $2,342+531.3% |
| Participant deferral / active EE | $9,838 | $3,086+218.8% | $4,939+99.2% | $3,332+195.3% |
| Admin fee / account holder | $36,221 | $5,698+535.7% | $13,880+161.0% | $4,645+679.7% |