Filed December 6, 2010 (most recent of 2 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,310 | $84,696+294.7% | $75,696+341.6% | $167,490+99.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 9.44% | 199.36%-189.9pp | 104.53%-95.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $17,146 | $3,230+430.9% | $2,743+525.2% | $4,837+254.4% |
| Participant deferral / active EE | $13,000 | $4,580+183.9% | $3,821+240.2% | $6,341+105.0% |
| Admin fee / account holder | $704 | $5,355-86.8% | $3,619-80.5% | $12,309-94.3% |