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 | $69,885 | $58,523+19.4% | $99,443-29.7% | $72,985-4.2% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 22.62% | 28.51%-5.9pp | 30.72%-8.1pp | 81.00%-58.4pp |
| Employer contribution / active EE | $5,616 | $1,512+271.4% | $2,540+121.1% | $2,440+130.2% |
| Participant deferral / active EE | $5,566 | $2,606+113.6% | $3,619+53.8% | $3,607+54.3% |
| Admin fee / account holder | $4,266 | $4,102+4.0% | $6,250-31.8% | $5,124-16.8% |