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 | $70,307 | $97,757-28.1% | $83,848-16.1% | $135,375-48.1% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -8.45% | 1287.37%-1295.8pp | 850.88%-859.3pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,851 | $4,222-56.2% | $3,631-49.0% | $4,779-61.3% |
| Participant deferral / active EE | $2,409 | $4,682-48.6% | $4,082-41.0% | $5,609-57.1% |
| Admin fee / account holder | $5,576 | $6,674-16.5% | $5,478+1.8% | $10,827-48.5% |