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 | $422,974 | $60,124+603.5% | $90,404+367.9% | $79,858+429.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.68% | 71.94%-54.3pp | 1293.02%-1275.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $15,700 | $2,068+659.3% | $3,262+381.3% | $2,471+535.4% |
| Participant deferral / active EE | $14,648 | $2,938+398.5% | $3,963+269.6% | $3,740+291.7% |
| Admin fee / account holder | $17,385 | $3,976+337.2% | $5,611+209.8% | $5,306+227.6% |