Filed September 2, 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.)
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 | $285,234 | $144,119+97.9% | $117,854+142.0% | $147,584+93.3% |
| Participation rate | 90.5% | 83.4%+7.1pp | 79.7%+10.8pp | 82.8%+7.6pp |
| Annual return | 7.84% | 531.15%-523.3pp | 335.08%-327.2pp | 578.55%-570.7pp |
| Employer contribution / active EE | $1,364 | $4,896-72.1% | $3,786-64.0% | $4,876-72.0% |
| Participant deferral / active EE | $9,103 | $5,316+71.2% | $4,482+103.1% | $5,439+67.4% |
| Admin fee / account holder | $14,816 | $10,886+36.1% | $8,020+84.7% | $10,885+36.1% |