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 | $81,185 | $63,861+27.1% | $104,607-22.4% | $79,858+1.7% |
| Participation rate | 98.6% | 64.9%+33.7pp | 74.1%+24.6pp | 69.6%+29.0pp |
| Annual return | 15.70% | 21.30%-5.6pp | 340.46%-324.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $6,840 | $1,588+330.7% | $2,681+155.2% | $2,471+176.8% |
| Participant deferral / active EE | $6,985 | $2,693+159.3% | $3,740+86.8% | $3,740+86.8% |
| Admin fee / account holder | $5,473 | $4,185+30.8% | $6,473-15.5% | $5,306+3.1% |