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 | $392,891 | $54,350+622.9% | $82,719+375.0% | $68,494+473.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.91% | -13.67%-4.2pp | 701.18%-719.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $17,191 | $2,218+675.0% | $3,009+471.3% | $2,596+562.1% |
| Participant deferral / active EE | $15,150 | $3,246+366.7% | $4,395+244.7% | $4,027+276.2% |
| Admin fee / account holder | $28,454 | $4,395+547.4% | $5,329+434.0% | $5,403+426.7% |