Filed October 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 | $266,629 | $49,177+442.2% | $79,464+235.5% | $64,186+315.4% |
| Participation rate | 95.0% | 65.0%+30.0pp | 73.3%+21.7pp | 69.6%+25.4pp |
| Annual return | -5.69% | -1.16%-4.5pp | 718.14%-723.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $18,445 | $2,076+788.4% | $2,800+558.7% | $2,381+674.8% |
| Participant deferral / active EE | $14,285 | $2,821+406.3% | $3,704+285.7% | $3,470+311.7% |
| Admin fee / account holder | $15,206 | $3,839+296.1% | $5,113+197.4% | $4,888+211.1% |