Filed January 29, 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 3-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 | $233,919 | $148,978+57.0% | $200,582+16.6% | $84,808+175.8% |
| Participation rate | 83.7% | 84.2%-0.5pp | 86.9%-3.2pp | 68.3%+15.4pp |
| Annual return | 433.03% | 28.16%+404.9pp | 42.33%+390.7pp | 40.90%+392.1pp |
| Employer contribution / active EE | $2,256 | $4,815-53.1% | $6,419-64.8% | $2,631-14.2% |
| Participant deferral / active EE | $3,390 | $7,142-52.5% | $9,331-63.7% | $4,212-19.5% |
| Admin fee / account holder | $8,206 | $13,977-41.3% | $16,305-49.7% | $7,344+11.7% |