Filed February 18, 2009 (most recent of 5 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 | $359,273 | $59,839+500.4% | $81,983+338.2% | $79,858+349.9% |
| Participation rate | 98.0% | 61.6%+36.4pp | 69.2%+28.8pp | 69.6%+28.4pp |
| Annual return | 26.02% | 17.56%+8.5pp | 41.31%-15.3pp | 31.71%-5.7pp |
| Employer contribution / active EE | $4,388 | $1,713+156.1% | $2,498+75.7% | $2,471+77.6% |
| Participant deferral / active EE | $11,687 | $2,695+333.6% | $3,722+214.0% | $3,740+212.5% |
| Admin fee / account holder | $9,157 | $4,287+113.6% | $5,664+61.7% | $5,306+72.6% |