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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,418 | $61,774+368.5% | $97,226+197.7% | $80,856+257.9% |
| Participation rate | 96.7% | 63.5%+33.2pp | 72.7%+24.0pp | 67.6%+29.0pp |
| Annual return | 9.34% | -557.90%+567.2pp | 75.13%-65.8pp | 35.59%-26.3pp |
| Employer contribution / active EE | $8,880 | $1,837+383.5% | $2,729+225.4% | $2,755+222.4% |
| Participant deferral / active EE | $5,329 | $3,029+75.9% | $4,264+25.0% | $4,296+24.0% |
| Admin fee / account holder | $33,108 | $5,166+540.9% | $5,654+485.6% | $6,918+378.6% |