Filed September 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 | $93,344 | $95,803-2.6% | $113,168-17.5% | $84,808+10.1% |
| Participation rate | 93.1% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.8pp |
| Annual return | 19.10% | 25.00%-5.9pp | 24.27%-5.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,299 | $2,360-45.0% | $2,975-56.3% | $2,631-50.6% |
| Participant deferral / active EE | $6,971 | $4,242+64.3% | $5,107+36.5% | $4,212+65.5% |
| Admin fee / account holder | $21,654 | $8,989+140.9% | $12,068+79.4% | $7,344+194.9% |