Filed March 31, 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 | $286,365 | $171,865+66.6% | $149,718+91.3% | $147,584+94.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.74% | 2113.22%-2098.5pp | 1501.63%-1486.9pp | 578.55%-563.8pp |
| Employer contribution / active EE | $4,893 | $6,275-22.0% | $5,445-10.1% | $4,876+0.3% |
| Participant deferral / active EE | $11,093 | $7,271+52.6% | $6,569+68.9% | $5,439+104.0% |
| Admin fee / account holder | $2,410 | $13,799-82.5% | $11,283-78.6% | $10,885-77.9% |