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 | $299,204 | $62,573+378.2% | $85,682+249.2% | $85,850+248.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 11.21% | 23.77%-12.6pp | 21.49%-10.3pp | 318.53%-307.3pp |
| Employer contribution / active EE | $9,815 | $1,757+458.7% | $2,618+274.9% | $2,565+282.7% |
| Participant deferral / active EE | $16,498 | $2,802+488.7% | $3,923+320.6% | $3,952+317.5% |
| Admin fee / account holder | $22,578 | $4,640+386.6% | $6,873+228.5% | $6,260+260.7% |