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 | $155,920 | $110,094+41.6% | $151,611+2.8% | $68,494+127.6% |
| Participation rate | 93.5% | 84.0%+9.6pp | 87.5%+6.1pp | 67.9%+25.7pp |
| Annual return | -17.57% | -10.12%-7.5pp | 3.33%-20.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,491 | $4,471+0.5% | $6,166-27.2% | $2,596+73.0% |
| Participant deferral / active EE | $13,474 | $6,527+106.4% | $8,363+61.1% | $4,027+234.6% |
| Admin fee / account holder | $5,143 | $7,719-33.4% | $11,616-55.7% | $5,403-4.8% |