Filed August 19, 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 | $62,393 | $74,927-16.7% | $101,794-38.7% | $84,808-26.4% |
| Participation rate | 77.1% | 61.4%+15.7pp | 69.2%+7.9pp | 68.3%+8.8pp |
| Annual return | 13.29% | 18.70%-5.4pp | 30.53%-17.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,182 | $1,522-22.3% | $2,289-48.4% | $2,631-55.1% |
| Participant deferral / active EE | $4,228 | $3,099+36.4% | $4,084+3.5% | $4,212+0.4% |
| Admin fee / account holder | $10,064 | $6,514+54.5% | $8,777+14.7% | $7,344+37.0% |