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 | $306,919 | $51,175+499.7% | $70,515+335.3% | $75,163+308.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 12.37% | 30.02%-17.6pp | 32.77%-20.4pp | 160.62%-148.2pp |
| Employer contribution / active EE | $22,215 | $1,826+1116.5% | $2,973+647.1% | $2,670+732.1% |
| Participant deferral / active EE | $27,855 | $2,849+877.6% | $4,567+510.0% | $4,125+575.3% |
| Admin fee / account holder | $41,574 | $4,091+916.3% | $6,412+548.4% | $5,651+635.7% |