Filed March 24, 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 | $94,623 | $56,897+66.3% | $84,750+11.6% | $62,891+50.5% |
| Participation rate | 77.4% | 68.5%+8.8pp | 76.6%+0.8pp | 69.3%+8.1pp |
| Annual return | 7.46% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $611 | $2,400-74.6% | $3,574-82.9% | $2,281-73.2% |
| Participant deferral / active EE | $5,669 | $2,709+109.2% | $3,712+52.7% | $3,203+77.0% |
| Admin fee / account holder | $11,927 | $3,581+233.1% | $5,332+123.7% | $4,296+177.7% |