Filed April 6, 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 | $58,038 | $99,341-41.6% | $84,750-31.5% | $273,961-78.8% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 9.19% | 22.93%-13.7pp | 22.78%-13.6pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,527 | $4,214-63.8% | $3,574-57.3% | $4,869-68.6% |
| Participant deferral / active EE | $2,029 | $4,269-52.5% | $3,712-45.3% | $5,287-61.6% |
| Admin fee / account holder | $1,039 | $6,644-84.4% | $5,332-80.5% | $10,132-89.7% |