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 | $80,580 | $137,414-41.4% | $189,513-57.5% | $85,850-6.1% |
| Participation rate | 85.0% | 84.6%+0.4pp | 87.8%-2.8pp | 69.3%+15.7pp |
| Annual return | 15.12% | 38.14%-23.0pp | 555.15%-540.0pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,703 | $4,344-60.8% | $6,162-72.4% | $2,565-33.6% |
| Participant deferral / active EE | $3,648 | $6,260-41.7% | $8,221-55.6% | $3,952-7.7% |
| Admin fee / account holder | $17,523 | $8,630+103.1% | $12,045+45.5% | $6,260+179.9% |