Filed June 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.)
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 | $318,393 | $74,888+325.2% | $71,209+347.1% | $142,382+123.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.89% | 345.14%-334.3pp | 282.51%-271.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $6,689 | $2,854+134.4% | $2,721+145.8% | $4,299+55.6% |
| Participant deferral / active EE | $11,526 | $4,454+158.8% | $4,175+176.1% | $6,507+77.1% |
| Admin fee / account holder | $24,068 | $5,568+332.2% | $5,349+350.0% | $12,624+90.7% |