Filed July 24, 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 | $273,330 | $755,339-63.8% | $379,746-28.0% | $158,922+72.0% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 13.07% | 53.41%-40.3pp | 34.90%-21.8pp | 302.83%-289.8pp |
| Employer contribution / active EE | $19,375 | $4,685+313.5% | $3,540+447.4% | $4,761+306.9% |
| Participant deferral / active EE | $6,805 | $7,938-14.3% | $6,024+13.0% | $5,982+13.8% |
| Admin fee / account holder | $21,643 | $14,482+49.4% | $7,927+173.0% | $11,246+92.5% |