Filed February 25, 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 | $54,539 | $109,359-50.1% | $162,163-66.4% | $72,985-25.3% |
| Participation rate | 97.9% | 84.3%+13.6pp | 87.6%+10.3pp | 69.5%+28.4pp |
| Annual return | 20.66% | 25.46%-4.8pp | 115.59%-94.9pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,222 | $3,907-68.7% | $5,614-78.2% | $2,440-49.9% |
| Participant deferral / active EE | $2,978 | $5,481-45.7% | $7,298-59.2% | $3,607-17.5% |
| Admin fee / account holder | $921 | $7,972-88.5% | $10,843-91.5% | $5,124-82.0% |