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 | $335,455 | $51,175+555.5% | $70,515+375.7% | $75,163+346.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 12.75% | 30.02%-17.3pp | 32.77%-20.0pp | 160.62%-147.9pp |
| Employer contribution / active EE | $12,958 | $1,826+609.6% | $2,973+335.8% | $2,670+385.4% |
| Participant deferral / active EE | $18,749 | $2,849+558.0% | $4,567+310.6% | $4,125+354.5% |
| Admin fee / account holder | $127,855 | $4,091+3025.6% | $6,412+1894.0% | $5,651+2162.6% |