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 | $285,336 | $63,861+346.8% | $104,607+172.8% | $79,858+257.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 13.17% | 21.30%-8.1pp | 340.46%-327.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $9,974 | $1,588+528.0% | $2,681+272.1% | $2,471+303.7% |
| Participant deferral / active EE | $5,510 | $2,693+104.6% | $3,740+47.3% | $3,740+47.3% |
| Admin fee / account holder | $1,300 | $4,185-68.9% | $6,473-79.9% | $5,306-75.5% |