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 | $186,448 | $58,208+220.3% | $81,812+127.9% | $80,856+130.6% |
| Participation rate | 88.0% | 63.4%+24.6pp | 72.3%+15.7pp | 67.6%+20.4pp |
| Annual return | 14.53% | 41.66%-27.1pp | 773.79%-759.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,356 | $2,340+43.4% | $2,912+15.3% | $2,755+21.8% |
| Participant deferral / active EE | $12,800 | $3,281+290.1% | $4,319+196.4% | $4,296+198.0% |
| Admin fee / account holder | $41,857 | $4,981+740.3% | $7,386+466.7% | $6,918+505.1% |