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 | $106,104 | $104,907+1.1% | $84,611+25.4% | $152,861-30.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.27% | 373.79%-354.5pp | 258.74%-239.5pp | 345.32%-326.1pp |
| Employer contribution / active EE | $8,608 | $3,302+160.7% | $2,652+224.6% | $4,762+80.8% |
| Participant deferral / active EE | $12,182 | $4,688+159.9% | $3,899+212.5% | $5,850+108.2% |
| Admin fee / account holder | $81,333 | $6,241+1203.2% | $4,912+1555.7% | $11,596+601.4% |