Filed December 15, 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 | $254,146 | $148,978+70.6% | $200,582+26.7% | $84,808+199.7% |
| Participation rate | 93.8% | 84.2%+9.5pp | 86.9%+6.9pp | 68.3%+25.4pp |
| Annual return | 15.90% | 28.16%-12.3pp | 42.33%-26.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $5,762 | $4,815+19.7% | $6,419-10.2% | $2,631+119.0% |
| Participant deferral / active EE | $14,787 | $7,142+107.0% | $9,331+58.5% | $4,212+251.1% |
| Admin fee / account holder | $15,547 | $13,977+11.2% | $16,305-4.6% | $7,344+111.7% |