Filed January 1, 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 | $292,156 | $214,378+36.3% | $200,582+45.7% | $142,382+105.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 13.33% | 46.41%-33.1pp | 42.33%-29.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,571 | $6,841-77.0% | $6,419-75.5% | $4,299-63.5% |
| Participant deferral / active EE | $13,017 | $9,865+31.9% | $9,331+39.5% | $6,507+100.0% |
| Admin fee / account holder | $18,097 | $17,692+2.3% | $16,305+11.0% | $12,624+43.4% |