Filed January 6, 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 | $506,343 | $91,190+455.3% | $178,490+183.7% | $79,858+534.1% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 12.26% | 24.19%-11.9pp | 151.07%-138.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $7,081 | $3,256+117.5% | $5,011+41.3% | $2,471+186.6% |
| Participant deferral / active EE | $6,711 | $3,236+107.4% | $5,202+29.0% | $3,740+79.4% |
| Admin fee / account holder | $9,216 | $6,751+36.5% | $13,984-34.1% | $5,306+73.7% |