Filed June 8, 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 | $421,095 | $146,267+187.9% | $197,124+113.6% | $82,448+410.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 17.46% | 29.61%-12.1pp | 44.34%-26.9pp | 41.64%-24.2pp |
| Employer contribution / active EE | $9,573 | $4,723+102.7% | $6,227+53.7% | $2,551+275.3% |
| Participant deferral / active EE | $17,979 | $7,035+155.6% | $9,135+96.8% | $4,139+334.4% |
| Admin fee / account holder | $12,186 | $14,422-15.5% | $16,298-25.2% | $7,234+68.4% |