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 | $339,129 | $180,449+87.9% | $154,107+120.1% | $135,375+150.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.45% | 888.09%-891.5pp | 735.12%-738.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $6,800 | $6,035+12.7% | $5,298+28.4% | $4,779+42.3% |
| Participant deferral / active EE | $6,274 | $5,806+8.1% | $5,081+23.5% | $5,609+11.9% |
| Admin fee / account holder | $2,631 | $16,143-83.7% | $13,411-80.4% | $10,827-75.7% |