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 | $93,630 | $61,774+51.6% | $97,226-3.7% | $80,856+15.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 12.89% | -557.90%+570.8pp | 75.13%-62.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $6,934 | $1,837+277.5% | $2,729+154.1% | $2,755+151.7% |
| Participant deferral / active EE | $7,583 | $3,029+150.3% | $4,264+77.8% | $4,296+76.5% |
| Admin fee / account holder | $8,536 | $5,166+65.2% | $5,654+51.0% | $6,918+23.4% |