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 5-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 | $278,338 | $95,266+192.2% | $82,389+237.8% | $142,382+95.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.52% | 25.74%-13.2pp | 28.67%-16.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $29,564 | $2,991+888.4% | $2,517+1074.5% | $4,299+587.7% |
| Participant deferral / active EE | $11,039 | $4,809+129.5% | $4,155+165.7% | $6,507+69.6% |
| Admin fee / account holder | $21,673 | $8,563+153.1% | $7,231+199.7% | $12,624+71.7% |