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 | $309,044 | $147,727+109.2% | $115,756+167.0% | $134,475+129.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -16.45% | 73.96%-90.4pp | 143.14%-159.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $18,571 | $4,713+294.0% | $3,793+389.7% | $4,740+291.8% |
| Participant deferral / active EE | $7,304 | $7,563-3.4% | $6,254+16.8% | $6,400+14.1% |
| Admin fee / account holder | $23,400 | $14,571+60.6% | $8,124+188.0% | $11,426+104.8% |