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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $407,810 | $62,573+551.7% | $85,682+376.0% | $85,850+375.0% |
| Participation rate | 98.0% | 61.1%+36.8pp | 69.9%+28.1pp | 69.3%+28.6pp |
| Annual return | 13.95% | 23.77%-9.8pp | 21.49%-7.5pp | 318.53%-304.6pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,267 | $2,802+302.1% | $3,923+187.2% | $3,952+185.1% |
| Admin fee / account holder | $15,239 | $4,640+228.4% | $6,873+121.7% | $6,260+143.4% |