Filed December 15, 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 | $117,819 | $94,529+24.6% | $140,016-15.9% | $64,186+83.6% |
| Participation rate | 96.7% | 84.1%+12.6pp | 87.5%+9.2pp | 69.6%+27.1pp |
| Annual return | -6.00% | 7.77%-13.8pp | 651.12%-657.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,577 | $3,812+20.1% | $5,606-18.3% | $2,381+92.3% |
| Participant deferral / active EE | $9,498 | $5,250+80.9% | $6,927+37.1% | $3,470+173.8% |
| Admin fee / account holder | $9,971 | $6,741+47.9% | $10,705-6.9% | $4,888+104.0% |