Filed July 23, 2009
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 | $292,381 | $88,042+232.1% | $138,135+111.7% | $79,858+266.1% |
| Participation rate | 94.5% | 71.4%+23.1pp | 78.7%+15.8pp | 69.6%+24.9pp |
| Annual return | 20.37% | 20.58%-0.2pp | 20.51%-0.1pp | 31.71%-11.3pp |
| Employer contribution / active EE | $8,198 | $3,103+164.2% | $5,587+46.7% | $2,471+231.8% |
| Participant deferral / active EE | $9,449 | $4,704+100.8% | $6,431+46.9% | $3,740+152.6% |
| Admin fee / account holder | $5,068 | $7,791-34.9% | $11,856-57.2% | $5,306-4.5% |