Filed June 8, 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 | $277,101 | $83,902+230.3% | $167,512+65.4% | $84,808+226.7% |
| Participation rate | 92.0% | 66.5%+25.5pp | 77.1%+14.9pp | 68.3%+23.7pp |
| Annual return | 16.87% | 91.55%-74.7pp | 1615.79%-1598.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $5,527 | $2,264+144.2% | $3,882+42.4% | $2,631+110.1% |
| Participant deferral / active EE | $12,742 | $4,442+186.8% | $6,405+98.9% | $4,212+202.5% |
| Admin fee / account holder | $4,031 | $7,915-49.1% | $9,769-58.7% | $7,344-45.1% |