Filed July 24, 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 8-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 | $281,667 | $106,543+164.4% | $91,220+208.8% | $134,475+109.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.55% | 160.60%-179.1pp | 114.01%-132.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,401 | $3,331+32.1% | $2,850+54.4% | $4,740-7.1% |
| Participant deferral / active EE | $42,889 | $4,719+808.9% | $4,234+913.1% | $6,400+570.2% |
| Admin fee / account holder | $1,377 | $6,231-77.9% | $5,420-74.6% | $11,426-87.9% |