Filed April 2, 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 | $109,265 | $54,229+101.5% | $70,092+55.9% | $68,494+59.5% |
| Participation rate | 73.1% | 64.5%+8.6pp | 70.5%+2.6pp | 67.9%+5.2pp |
| Annual return | -14.54% | -13.87%-0.7pp | 190.73%-205.3pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,592 | $2,018-21.1% | $2,559-37.8% | $2,596-38.7% |
| Participant deferral / active EE | $3,955 | $2,956+33.8% | $3,849+2.8% | $4,027-1.8% |
| Admin fee / account holder | $3,259 | $4,694-30.6% | $6,267-48.0% | $5,403-39.7% |