Filed February 2, 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 | $307,236 | $53,127+478.3% | $86,590+254.8% | $70,131+338.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.47% | 27.66%-9.2pp | 964.84%-946.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $15,603 | $2,068+654.5% | $2,839+449.6% | $2,342+566.1% |
| Participant deferral / active EE | $12,722 | $2,696+371.9% | $3,609+252.6% | $3,332+281.9% |
| Admin fee / account holder | $35,101 | $3,585+879.0% | $4,906+615.5% | $4,645+655.6% |