Filed August 20, 2009
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 | $264,769 | $214,378+23.5% | $200,582+32.0% | $142,382+86.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.17% | 46.41%-27.2pp | 42.33%-23.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,106 | $6,841-54.6% | $6,419-51.6% | $4,299-27.8% |
| Participant deferral / active EE | $12,643 | $9,865+28.2% | $9,331+35.5% | $6,507+94.3% |
| Admin fee / account holder | $25,610 | $17,692+44.8% | $16,305+57.1% | $12,624+102.9% |