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 | $332,550 | $92,985+257.6% | $153,485+116.7% | $80,856+311.3% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 21.08% | 19.95%+1.1pp | 15.65%+5.4pp | 35.59%-14.5pp |
| Employer contribution / active EE | $10,858 | $3,507+209.6% | $5,039+115.5% | $2,755+294.2% |
| Participant deferral / active EE | $12,595 | $5,178+143.3% | $6,757+86.4% | $4,296+193.2% |
| Admin fee / account holder | $5,785 | $8,880-34.9% | $12,724-54.5% | $6,918-16.4% |