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 | $290,873 | $57,541+405.5% | $95,745+203.8% | $75,163+287.0% |
| Participation rate | 80.6% | 62.5%+18.0pp | 72.3%+8.3pp | 67.2%+13.4pp |
| Annual return | 19.05% | 34.93%-15.9pp | 28.35%-9.3pp | 160.62%-141.6pp |
| Employer contribution / active EE | $6,464 | $1,808+257.6% | $2,835+128.1% | $2,670+142.1% |
| Participant deferral / active EE | $4,824 | $3,074+56.9% | $4,245+13.6% | $4,125+16.9% |
| Admin fee / account holder | $9,316 | $4,099+127.3% | $5,678+64.1% | $5,651+64.9% |