Filed May 3, 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 | $317,189 | $69,207+358.3% | $64,056+395.2% | $139,434+127.5% |
| Participation rate | 90.9% | 75.6%+15.3pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 11.29% | 45.88%-34.6pp | 33.69%-22.4pp | 372.94%-361.6pp |
| Employer contribution / active EE | $4,893 | $3,182+53.8% | $2,747+78.2% | $4,751+3.0% |
| Participant deferral / active EE | $9,124 | $4,682+94.9% | $3,880+135.1% | $6,710+36.0% |
| Admin fee / account holder | $8,847 | $4,244+108.5% | $3,068+188.3% | $11,403-22.4% |