Filed November 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 6-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 | $103,185 | $109,817-6.0% | $98,442+4.8% | $167,490-38.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.05% | 1956.69%-1944.6pp | 1492.73%-1480.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $6,328 | $3,224+96.3% | $2,960+113.8% | $4,837+30.8% |
| Participant deferral / active EE | $9,799 | $4,673+109.7% | $4,276+129.2% | $6,341+54.5% |
| Admin fee / account holder | $591 | $6,753-91.3% | $5,949-90.1% | $12,309-95.2% |