Filed January 19, 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 | $68,526 | $56,199+21.9% | $67,652+1.3% | $59,632+14.9% |
| Participation rate | 88.8% | 71.5%+17.3pp | 75.7%+13.1pp | 68.7%+20.1pp |
| Annual return | -0.55% | 18505.31%-18505.9pp | 6625.04%-6625.6pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,439 | $1,614-10.8% | $2,266-36.5% | $2,203-34.7% |
| Participant deferral / active EE | $2,860 | $2,844+0.6% | $3,560-19.7% | $3,192-10.4% |
| Admin fee / account holder | $7,801 | $3,958+97.1% | $4,821+61.8% | $4,297+81.6% |