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 | $326,593 | $105,181+210.5% | $159,436+104.8% | $85,850+280.4% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.8%+15.9pp | 69.3%+29.4pp |
| Annual return | 17.38% | 45.07%-27.7pp | 263.57%-246.2pp | 318.53%-301.1pp |
| Employer contribution / active EE | $10,431 | $3,318+214.4% | $4,829+116.0% | $2,565+306.7% |
| Participant deferral / active EE | $11,665 | $5,945+96.2% | $7,352+58.7% | $3,952+195.2% |
| Admin fee / account holder | $2,175 | $6,933-68.6% | $10,799-79.9% | $6,260-65.3% |