Filed August 14, 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 | $103,211 | $86,922+18.7% | $102,438+0.8% | $80,874+27.6% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.6%+13.8pp |
| Annual return | 14.82% | 18.90%-4.1pp | 29.37%-14.5pp | 35.62%-20.8pp |
| Employer contribution / active EE | $2,616 | $2,369+10.4% | $3,024-13.5% | $2,756-5.1% |
| Participant deferral / active EE | $4,961 | $4,119+20.4% | $5,054-1.8% | $4,297+15.4% |
| Admin fee / account holder | $6,416 | $8,050-20.3% | $9,448-32.1% | $6,935-7.5% |