Filed June 8, 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 | $172,785 | $105,181+64.3% | $159,436+8.4% | $85,850+101.3% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.8%+4.3pp | 69.3%+17.8pp |
| Annual return | 40.31% | 45.07%-4.8pp | 263.57%-223.3pp | 318.53%-278.2pp |
| Employer contribution / active EE | $7,034 | $3,318+112.0% | $4,829+45.7% | $2,565+174.2% |
| Participant deferral / active EE | $6,306 | $5,945+6.1% | $7,352-14.2% | $3,952+59.6% |
| Admin fee / account holder | $21,046 | $6,933+203.6% | $10,799+94.9% | $6,260+236.2% |