Filed May 26, 2009 (most recent of 4 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 | $316,815 | $78,705+302.5% | $117,854+168.8% | $70,131+351.7% |
| Participation rate | 89.4% | 73.2%+16.2pp | 79.7%+9.7pp | 69.5%+19.9pp |
| Annual return | 15.82% | 23.30%-7.5pp | 335.08%-319.3pp | 73.14%-57.3pp |
| Employer contribution / active EE | $13,474 | $2,223+506.0% | $3,786+255.9% | $2,342+475.2% |
| Participant deferral / active EE | $3,406 | $3,297+3.3% | $4,482-24.0% | $3,332+2.2% |
| Admin fee / account holder | $13,688 | $5,065+170.2% | $8,020+70.7% | $4,645+194.7% |