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 | $284,873 | $59,839+376.1% | $81,983+247.5% | $79,858+256.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 14.67% | 17.56%-2.9pp | 41.31%-26.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $10,620 | $1,713+519.8% | $2,498+325.1% | $2,471+329.8% |
| Participant deferral / active EE | $15,700 | $2,695+482.5% | $3,722+321.8% | $3,740+319.8% |
| Admin fee / account holder | $15,398 | $4,287+259.2% | $5,664+171.9% | $5,306+190.2% |