Filed December 9, 2009 (most recent of 3 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 | $398,646 | $55,706+615.6% | $75,886+425.3% | $72,985+446.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 15.78% | 27.59%-11.8pp | 30.76%-15.0pp | 81.00%-65.2pp |
| Employer contribution / active EE | $9,116 | $1,687+440.5% | $2,500+264.6% | $2,440+273.6% |
| Participant deferral / active EE | $13,436 | $2,634+410.1% | $3,603+272.9% | $3,607+272.5% |
| Admin fee / account holder | $19,096 | $3,978+380.0% | $5,418+252.4% | $5,124+272.7% |