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 | $287,957 | $56,053+413.7% | $75,972+279.0% | $80,856+256.1% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 10.78% | 20.53%-9.8pp | 359.55%-348.8pp | 35.59%-24.8pp |
| Employer contribution / active EE | $11,645 | $1,874+521.4% | $2,685+333.7% | $2,755+322.7% |
| Participant deferral / active EE | $13,959 | $3,052+357.4% | $4,255+228.0% | $4,296+224.9% |
| Admin fee / account holder | $13,403 | $5,234+156.1% | $6,467+107.3% | $6,918+93.7% |