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 | $273,453 | $179,726+52.1% | $156,263+75.0% | $142,382+92.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 11.30% | 77.86%-66.6pp | 59.47%-48.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,601 | $5,069-68.4% | $4,333-63.0% | $4,299-62.8% |
| Participant deferral / active EE | $12,499 | $6,956+79.7% | $6,158+103.0% | $6,507+92.1% |
| Admin fee / account holder | $40,516 | $17,272+134.6% | $14,255+184.2% | $12,624+220.9% |