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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,241 | $176,812+62.5% | $146,665+95.8% | $167,490+71.5% |
| Participation rate | 77.3% | 83.6%-6.3pp | 80.1%-2.8pp | 82.1%-4.8pp |
| Annual return | 15.81% | 24.03%-8.2pp | 22.74%-6.9pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,464 | $5,160-71.6% | $4,136-64.6% | $4,837-69.7% |
| Participant deferral / active EE | $11,612 | $6,440+80.3% | $5,506+110.9% | $6,341+83.1% |
| Admin fee / account holder | $9,781 | $13,259-26.2% | $10,280-4.8% | $12,309-20.5% |