Filed June 8, 2009
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 | $262,395 | $98,750+165.7% | $149,696+75.3% | $79,858+228.6% |
| Participation rate | 98.8% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.2pp |
| Annual return | 13.84% | 27.43%-13.6pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $9,343 | $3,216+190.5% | $4,644+101.2% | $2,471+278.1% |
| Participant deferral / active EE | $10,795 | $5,680+90.0% | $6,842+57.8% | $3,740+188.6% |
| Admin fee / account holder | $18,526 | $6,053+206.1% | $9,309+99.0% | $5,306+249.1% |