Filed April 12, 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 | $442,322 | $108,825+306.5% | $156,181+183.2% | $82,448+436.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 16.38% | 20.59%-4.2pp | 64.87%-48.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $12,880 | $2,870+348.8% | $4,294+200.0% | $2,551+404.9% |
| Participant deferral / active EE | $16,610 | $4,577+262.9% | $6,132+170.9% | $4,139+301.3% |
| Admin fee / account holder | $26,553 | $9,341+184.3% | $14,586+82.0% | $7,234+267.0% |