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 | $190,030 | $125,758+51.1% | $169,993+11.8% | $75,163+152.8% |
| Participation rate | 93.5% | 83.6%+10.0pp | 87.0%+6.5pp | 67.2%+26.4pp |
| Annual return | 16.82% | 27.20%-10.4pp | 53.37%-36.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $4,790 | $4,615+3.8% | $6,785-29.4% | $2,670+79.4% |
| Participant deferral / active EE | $14,241 | $6,837+108.3% | $10,408+36.8% | $4,125+245.2% |
| Admin fee / account holder | $9,037 | $8,173+10.6% | $12,815-29.5% | $5,651+59.9% |