Filed August 20, 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 | $388,704 | $153,772+152.8% | $133,980+190.1% | $273,961+41.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.65% | 36.51%-28.9pp | 29.30%-21.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $4,532 | $6,029-24.8% | $5,211-13.0% | $4,869-6.9% |
| Participant deferral / active EE | $11,795 | $6,958+69.5% | $6,282+87.8% | $5,287+123.1% |
| Admin fee / account holder | $11,050 | $11,765-6.1% | $9,324+18.5% | $10,132+9.1% |