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 | $193,601 | $72,388+167.4% | $111,392+73.8% | $64,186+201.6% |
| Participation rate | 96.4% | 70.5%+25.9pp | 78.9%+17.6pp | 69.6%+26.9pp |
| Annual return | -2.23% | -1.50%-0.7pp | -2.06%-0.2pp | 7.63%-9.9pp |
| Employer contribution / active EE | $4,071 | $3,000+35.7% | $4,328-5.9% | $2,381+71.0% |
| Participant deferral / active EE | $8,798 | $4,241+107.4% | $5,567+58.0% | $3,470+153.6% |
| Admin fee / account holder | $10,419 | $5,719+82.2% | $12,266-15.1% | $4,888+113.1% |