Filed June 8, 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 | $456,133 | $98,750+361.9% | $149,696+204.7% | $79,858+471.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 30.78% | 27.43%+3.4pp | 276.60%-245.8pp | 31.71%-0.9pp |
| Employer contribution / active EE | $5,696 | $3,216+77.1% | $4,644+22.7% | $2,471+130.5% |
| Participant deferral / active EE | $15,663 | $5,680+175.7% | $6,842+128.9% | $3,740+318.8% |
| Admin fee / account holder | $24,793 | $6,053+309.6% | $9,309+166.3% | $5,306+367.2% |