Filed March 17, 2009 (most recent of 3 filings on file)
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 | $265,711 | $100,041+165.6% | $149,718+77.5% | $70,131+278.9% |
| Participation rate | 95.7% | 83.6%+12.2pp | 87.1%+8.7pp | 69.5%+26.2pp |
| Annual return | 18.80% | 27.43%-8.6pp | 1501.63%-1482.8pp | 73.14%-54.3pp |
| Employer contribution / active EE | $4,767 | $3,662+30.2% | $5,445-12.4% | $2,342+103.5% |
| Participant deferral / active EE | $9,124 | $4,983+83.1% | $6,569+38.9% | $3,332+173.8% |
| Admin fee / account holder | $5,826 | $8,286-29.7% | $11,283-48.4% | $4,645+25.4% |