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 | $126,414 | $95,803+32.0% | $113,168+11.7% | $84,808+49.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 18.83% | 25.00%-6.2pp | 24.27%-5.4pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,218 | $2,360+36.4% | $2,975+8.2% | $2,631+22.3% |
| Participant deferral / active EE | $6,063 | $4,242+42.9% | $5,107+18.7% | $4,212+44.0% |
| Admin fee / account holder | $8,316 | $8,989-7.5% | $12,068-31.1% | $7,344+13.2% |