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 | $92,670 | $67,606+37.1% | $82,313+12.6% | $70,131+32.1% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.9%+4.2pp | 69.5%+11.6pp |
| Annual return | 13.25% | 21.57%-8.3pp | 25.88%-12.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,698 | $1,755-3.2% | $2,428-30.1% | $2,342-27.5% |
| Participant deferral / active EE | $3,451 | $2,987+15.5% | $3,706-6.9% | $3,332+3.6% |
| Admin fee / account holder | $2,109 | $4,512-53.2% | $5,608-62.4% | $4,645-54.6% |