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 | $87,173 | $93,024-6.3% | $77,024+13.2% | $134,475-35.2% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -21.29% | 62.60%-83.9pp | 42.32%-63.6pp | 417.96%-439.3pp |
| Employer contribution / active EE | $6,027 | $3,418+76.3% | $2,812+114.3% | $4,740+27.2% |
| Participant deferral / active EE | $8,147 | $5,238+55.5% | $4,426+84.0% | $6,400+27.3% |
| Admin fee / account holder | $484 | $6,944-93.0% | $5,425-91.1% | $11,426-95.8% |