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 | $108,827 | $59,101+84.1% | $77,163+41.0% | $75,163+44.8% |
| Participation rate | 72.4% | 63.9%+8.6pp | 69.6%+2.8pp | 67.2%+5.2pp |
| Annual return | 13.71% | 26.71%-13.0pp | 37.87%-24.2pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,485 | $1,995-25.6% | $2,535-41.4% | $2,670-44.4% |
| Participant deferral / active EE | $3,375 | $2,999+12.5% | $3,833-12.0% | $4,125-18.2% |
| Admin fee / account holder | $2,518 | $4,774-47.3% | $5,472-54.0% | $5,651-55.4% |