Filed March 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 | $280,780 | $183,963+52.6% | $162,163+73.1% | $152,861+83.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.16% | 150.76%-131.6pp | 115.59%-96.4pp | 345.32%-326.2pp |
| Employer contribution / active EE | $3,803 | $6,371-40.3% | $5,614-32.3% | $4,762-20.2% |
| Participant deferral / active EE | $10,178 | $8,034+26.7% | $7,298+39.5% | $5,850+74.0% |
| Admin fee / account holder | $9,872 | $13,121-24.8% | $10,843-9.0% | $11,596-14.9% |