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 | $77,002 | $138,347-44.3% | $184,203-58.2% | $80,856-4.8% |
| Participation rate | 73.7% | 83.9%-10.2pp | 86.8%-13.1pp | 67.6%+6.0pp |
| Annual return | 12.50% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,782 | $4,850-63.3% | $6,427-72.3% | $2,755-35.3% |
| Participant deferral / active EE | $3,772 | $7,071-46.7% | $9,131-58.7% | $4,296-12.2% |
| Admin fee / account holder | $21,262 | $10,483+102.8% | $13,901+53.0% | $6,918+207.3% |