Filed August 14, 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 | $163,371 | $87,037+87.7% | $106,201+53.8% | $80,874+102.0% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.3%+10.4pp | 67.6%+18.1pp |
| Annual return | 15.03% | 17.05%-2.0pp | 116.26%-101.2pp | 35.62%-20.6pp |
| Employer contribution / active EE | $2,026 | $2,396-15.4% | $3,170-36.1% | $2,756-26.5% |
| Participant deferral / active EE | $5,249 | $3,986+31.7% | $5,012+4.7% | $4,297+22.1% |
| Admin fee / account holder | $7,509 | $8,434-11.0% | $11,039-32.0% | $6,935+8.3% |