Filed November 2, 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 | $144,987 | $95,193+52.3% | $76,523+89.5% | $135,375+7.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.81% | 4.85%-13.7pp | -0.27%-8.5pp | 519.73%-528.5pp |
| Employer contribution / active EE | $9,444 | $3,302+186.0% | $2,647+256.8% | $4,779+97.6% |
| Participant deferral / active EE | $6,750 | $4,639+45.5% | $3,835+76.0% | $5,609+20.3% |
| Admin fee / account holder | $1,005 | $6,249-83.9% | $4,848-79.3% | $10,827-90.7% |