Filed July 23, 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 | $212,684 | $79,557+167.3% | $118,746+79.1% | $70,131+203.3% |
| Participation rate | 82.6% | 71.4%+11.3pp | 78.3%+4.3pp | 69.5%+13.1pp |
| Annual return | 24.57% | 25.64%-1.1pp | 24.54%0pp | 73.14%-48.6pp |
| Employer contribution / active EE | $6,533 | $2,861+128.3% | $4,193+55.8% | $2,342+178.9% |
| Participant deferral / active EE | $14,164 | $4,089+246.4% | $5,332+165.6% | $3,332+325.1% |
| Admin fee / account holder | $55,128 | $5,374+925.7% | $10,720+414.2% | $4,645+1086.7% |