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 | $292,952 | $58,523+400.6% | $99,443+194.6% | $72,985+301.4% |
| Participation rate | 89.7% | 64.6%+25.0pp | 73.8%+15.8pp | 69.5%+20.2pp |
| Annual return | 23.61% | 28.51%-4.9pp | 30.72%-7.1pp | 81.00%-57.4pp |
| Employer contribution / active EE | $10,077 | $1,512+566.5% | $2,540+296.8% | $2,440+313.0% |
| Participant deferral / active EE | $4,562 | $2,606+75.1% | $3,619+26.1% | $3,607+26.5% |
| Admin fee / account holder | $1,837 | $4,102-55.2% | $6,250-70.6% | $5,124-64.1% |