Filed July 4, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $340,447 | $209,336+62.6% | $197,124+72.7% | $137,256+148.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.04% | 48.09%-35.1pp | 44.34%-31.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $6,794 | $6,591+3.1% | $6,227+9.1% | $4,156+63.5% |
| Participant deferral / active EE | $2,613 | $9,614-72.8% | $9,135-71.4% | $6,407-59.2% |
| Admin fee / account holder | $1,753 | $17,308-89.9% | $16,298-89.2% | $12,270-85.7% |