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 | $61,659 | $123,793-50.2% | $177,821-65.3% | $79,858-22.8% |
| Participation rate | 95.2% | 84.7%+10.6pp | 87.7%+7.5pp | 69.6%+25.6pp |
| Annual return | 16.35% | 22.82%-6.5pp | 48.32%-32.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,292 | $4,095-68.5% | $5,918-78.2% | $2,471-47.7% |
| Participant deferral / active EE | $4,005 | $5,956-32.8% | $7,714-48.1% | $3,740+7.1% |
| Admin fee / account holder | $8,421 | $7,243+16.3% | $12,427-32.2% | $5,306+58.7% |