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 | $366,103 | $60,892+501.2% | $82,389+344.4% | $84,808+331.7% |
| Participation rate | 98.1% | 63.3%+34.8pp | 69.5%+28.6pp | 68.3%+29.8pp |
| Annual return | 13.05% | 37.29%-24.2pp | 28.67%-15.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $11,049 | $1,779+521.0% | $2,517+338.9% | $2,631+319.9% |
| Participant deferral / active EE | $14,455 | $3,179+354.7% | $4,155+247.9% | $4,212+243.2% |
| Admin fee / account holder | $46,207 | $5,467+745.1% | $7,231+539.0% | $7,344+529.2% |