Filed August 20, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,053 | $185,822+10.9% | $169,993+21.2% | $139,434+47.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.72% | 60.50%-46.8pp | 53.37%-39.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,554 | $7,590-79.5% | $6,785-77.1% | $4,751-67.3% |
| Participant deferral / active EE | $12,460 | $11,622+7.2% | $10,408+19.7% | $6,710+85.7% |
| Admin fee / account holder | $57,771 | $15,381+275.6% | $12,815+350.8% | $11,403+406.7% |