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 | $510,499 | $73,867+591.1% | $143,757+255.1% | $68,494+645.3% |
| Participation rate | 94.6% | 66.7%+27.9pp | 80.3%+14.3pp | 67.9%+26.7pp |
| Annual return | -12.92% | 1.01%-13.9pp | -0.04%-12.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $8,697 | $3,184+173.1% | $4,951+75.7% | $2,596+235.0% |
| Participant deferral / active EE | $8,262 | $3,384+144.1% | $5,637+46.6% | $4,027+105.2% |
| Admin fee / account holder | $128,220 | $5,755+2128.1% | $14,673+773.9% | $5,403+2273.2% |