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 | $338,229 | $80,717+319.0% | $154,803+118.5% | $84,808+298.8% |
| Participation rate | 88.6% | 66.8%+21.8pp | 78.1%+10.6pp | 68.3%+20.3pp |
| Annual return | 14.41% | 37.96%-23.5pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,994 | $2,761-27.8% | $4,305-53.7% | $2,631-24.2% |
| Participant deferral / active EE | $7,131 | $3,303+115.9% | $5,540+28.7% | $4,212+69.3% |
| Admin fee / account holder | $21,072 | $6,746+212.4% | $14,329+47.1% | $7,344+186.9% |