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 | $118,749 | $64,839+83.1% | $95,585+24.2% | $84,808+40.0% |
| Participation rate | 98.4% | 63.8%+34.6pp | 72.1%+26.4pp | 68.3%+30.1pp |
| Annual return | 17.39% | -670.96%+688.4pp | 38.56%-21.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $5,629 | $1,759+220.0% | $2,527+122.8% | $2,631+113.9% |
| Participant deferral / active EE | $7,737 | $2,965+160.9% | $4,023+92.3% | $4,212+83.7% |
| Admin fee / account holder | $3,570 | $5,964-40.1% | $6,127-41.7% | $7,344-51.4% |