Filed March 2, 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 | $99,361 | $215,361-53.9% | $171,082-41.9% | $273,961-63.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.87% | 25.14%-14.3pp | 32.56%-21.7pp | 41.45%-30.6pp |
| Employer contribution / active EE | $5,410 | $4,967+8.9% | $4,002+35.2% | $4,869+11.1% |
| Participant deferral / active EE | $10,799 | $5,543+94.8% | $4,797+125.1% | $5,287+104.3% |
| Admin fee / account holder | $768 | $10,846-92.9% | $8,520-91.0% | $10,132-92.4% |