Filed August 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 | $92,703 | $56,110+65.2% | $94,993-2.4% | $70,131+32.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 15.12% | 51.02%-35.9pp | 27.12%-12.0pp | 73.14%-58.0pp |
| Employer contribution / active EE | $5,681 | $1,442+293.9% | $2,603+118.2% | $2,342+142.5% |
| Participant deferral / active EE | $3,530 | $2,391+47.6% | $3,317+6.4% | $3,332+5.9% |
| Admin fee / account holder | $3,839 | $3,456+11.1% | $4,960-22.6% | $4,645-17.4% |