Filed December 9, 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 | $347,297 | $49,280+604.7% | $67,313+415.9% | $64,186+441.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -3.42% | -1.39%-2.0pp | -4.08%+0.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $9,621 | $1,668+476.6% | $2,566+275.0% | $2,381+304.1% |
| Participant deferral / active EE | $14,056 | $2,484+465.8% | $3,568+293.9% | $3,470+305.1% |
| Admin fee / account holder | $21,799 | $3,863+464.4% | $4,507+383.7% | $4,888+346.0% |