Filed June 8, 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 | $81,695 | $48,364+68.9% | $71,796+13.8% | $62,891+29.9% |
| Participation rate | 84.6% | 60.6%+24.0pp | 69.1%+15.5pp | 69.3%+15.3pp |
| Annual return | 9.45% | 13.16%-3.7pp | 78.04%-68.6pp | 20.14%-10.7pp |
| Employer contribution / active EE | $740 | $1,042-29.0% | $1,924-61.5% | $2,281-67.6% |
| Participant deferral / active EE | $2,155 | $2,091+3.0% | $2,794-22.9% | $3,203-32.7% |
| Admin fee / account holder | $1,085 | $3,771-71.2% | $4,815-77.5% | $4,296-74.7% |