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 | $615,522 | $102,317+501.6% | $146,958+318.8% | $80,856+661.3% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 18.41% | 134.76%-116.4pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $7,353 | $3,713+98.0% | $4,933+49.1% | $2,755+166.9% |
| Participant deferral / active EE | $20,019 | $6,644+201.3% | $8,070+148.1% | $4,296+366.0% |
| Admin fee / account holder | $77,774 | $7,941+879.4% | $12,998+498.4% | $6,918+1024.2% |