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 | $368,657 | $56,053+557.7% | $75,972+385.3% | $80,856+355.9% |
| Participation rate | 97.9% | 62.0%+35.8pp | 69.1%+28.8pp | 67.6%+30.2pp |
| Annual return | 11.84% | 20.53%-8.7pp | 359.55%-347.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $7,434 | $1,874+296.7% | $2,685+176.9% | $2,755+169.8% |
| Participant deferral / active EE | $14,517 | $3,052+375.7% | $4,255+241.1% | $4,296+237.9% |
| Admin fee / account holder | $42,776 | $5,234+717.3% | $6,467+561.5% | $6,918+518.3% |