Filed August 20, 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 | $178,467 | $60,124+196.8% | $90,404+97.4% | $79,858+123.5% |
| Participation rate | 98.7% | 65.0%+33.7pp | 72.7%+26.0pp | 69.6%+29.0pp |
| Annual return | 17.68% | 71.94%-54.3pp | 1293.02%-1275.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $3,145 | $2,068+52.1% | $3,262-3.6% | $2,471+27.3% |
| Participant deferral / active EE | $11,059 | $2,938+276.4% | $3,963+179.0% | $3,740+195.7% |
| Admin fee / account holder | $17,500 | $3,976+340.1% | $5,611+211.9% | $5,306+229.8% |