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 | $75,276 | $60,349+24.7% | $74,183+1.5% | $62,891+19.7% |
| Participation rate | 92.0% | 72.7%+19.3pp | 76.6%+15.4pp | 69.3%+22.7pp |
| Annual return | 5.02% | 21.37%-16.4pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,522 | $1,680-9.4% | $2,370-35.8% | $2,281-33.3% |
| Participant deferral / active EE | $3,060 | $2,856+7.1% | $3,550-13.8% | $3,203-4.5% |
| Admin fee / account holder | $1,469 | $4,261-65.5% | $5,586-73.7% | $4,296-65.8% |