Filed August 14, 2009 (most recent of 2 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 | $255,164 | $56,110+354.8% | $94,993+168.6% | $70,131+263.8% |
| Participation rate | 96.2% | 65.0%+31.2pp | 73.9%+22.3pp | 69.5%+26.6pp |
| Annual return | 17.35% | 51.02%-33.7pp | 27.12%-9.8pp | 73.14%-55.8pp |
| Employer contribution / active EE | $15,023 | $1,442+941.7% | $2,603+477.0% | $2,342+541.3% |
| Participant deferral / active EE | $4,768 | $2,391+99.4% | $3,317+43.7% | $3,332+43.1% |
| Admin fee / account holder | $7,335 | $3,456+112.2% | $4,960+47.9% | $4,645+57.9% |