Filed June 8, 2009 (most recent of 2 filings on file)
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 | $265,115 | $74,888+254.0% | $71,209+272.3% | $142,382+86.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.37% | 345.14%-331.8pp | 282.51%-269.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $14,826 | $2,854+419.4% | $2,721+444.9% | $4,299+244.9% |
| Participant deferral / active EE | $13,683 | $4,454+207.2% | $4,175+227.7% | $6,507+110.3% |
| Admin fee / account holder | $79,002 | $5,568+1318.8% | $5,349+1377.0% | $12,624+525.8% |