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 | $477,878 | $57,281+734.3% | $86,612+451.7% | $75,163+535.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 20.63% | 2670.75%-2650.1pp | 591.07%-570.4pp | 160.62%-140.0pp |
| Employer contribution / active EE | $18,287 | $2,314+690.1% | $3,022+505.0% | $2,670+584.9% |
| Participant deferral / active EE | $15,882 | $3,318+378.7% | $4,438+257.9% | $4,125+285.0% |
| Admin fee / account holder | $50,717 | $4,112+1133.4% | $5,614+803.4% | $5,651+797.5% |