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 | $288,423 | $54,762+426.7% | $90,281+219.5% | $72,985+295.2% |
| Participation rate | 94.6% | 65.1%+29.4pp | 73.3%+21.3pp | 69.5%+25.1pp |
| Annual return | 25.35% | 30.63%-5.3pp | 78.10%-52.7pp | 81.00%-55.7pp |
| Employer contribution / active EE | $18,382 | $2,092+778.5% | $2,854+544.0% | $2,440+653.4% |
| Participant deferral / active EE | $15,406 | $2,887+433.6% | $3,885+296.5% | $3,607+327.1% |
| Admin fee / account holder | $65,929 | $3,972+1559.8% | $5,351+1132.0% | $5,124+1186.6% |