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 | $277,327 | $72,404+283.0% | $110,238+151.6% | $64,186+332.1% |
| Participation rate | 90.3% | 73.3%+16.9pp | 79.8%+10.5pp | 69.6%+20.7pp |
| Annual return | -6.19% | -6.29%+0.1pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $14,479 | $2,282+534.6% | $3,826+278.4% | $2,381+508.1% |
| Participant deferral / active EE | $3,433 | $3,469-1.0% | $4,672-26.5% | $3,470-1.0% |
| Admin fee / account holder | $9,434 | $5,664+66.6% | $8,547+10.4% | $4,888+93.0% |