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 | $469,362 | $202,318+132.0% | $172,739+171.7% | $152,861+207.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.98% | 1029.65%-1000.7pp | 802.84%-773.9pp | 345.32%-316.3pp |
| Employer contribution / active EE | $2,211 | $5,856-62.2% | $5,143-57.0% | $4,762-53.6% |
| Participant deferral / active EE | $3,991 | $5,948-32.9% | $5,198-23.2% | $5,850-31.8% |
| Admin fee / account holder | $2,975 | $17,109-82.6% | $13,954-78.7% | $11,596-74.3% |