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 | $139,703 | $109,359+27.7% | $162,163-13.9% | $72,985+91.4% |
| Participation rate | 93.5% | 84.3%+9.3pp | 87.6%+6.0pp | 69.5%+24.1pp |
| Annual return | 19.72% | 25.46%-5.7pp | 115.59%-95.9pp | 81.00%-61.3pp |
| Employer contribution / active EE | $4,515 | $3,907+15.6% | $5,614-19.6% | $2,440+85.1% |
| Participant deferral / active EE | $9,908 | $5,481+80.8% | $7,298+35.8% | $3,607+174.6% |
| Admin fee / account holder | $6,565 | $7,972-17.6% | $10,843-39.5% | $5,124+28.1% |