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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,575 | $48,265+674.0% | $68,791+443.1% | $68,494+445.4% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -13.68% | -12.71%-1.0pp | -6.38%-7.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $12,837 | $1,829+602.0% | $2,655+383.5% | $2,596+394.4% |
| Participant deferral / active EE | $18,654 | $2,867+550.7% | $3,941+373.3% | $4,027+363.2% |
| Admin fee / account holder | $47,834 | $4,355+998.3% | $4,932+869.9% | $5,403+785.4% |