Filed May 3, 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 | $241,948 | $81,632+196.4% | $70,449+243.4% | $158,922+52.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 6.96% | 208.40%-201.4pp | 109.03%-102.1pp | 302.83%-295.9pp |
| Employer contribution / active EE | $10,840 | $3,217+237.0% | $2,737+296.1% | $4,761+127.7% |
| Participant deferral / active EE | $7,103 | $4,554+56.0% | $3,709+91.5% | $5,982+18.7% |
| Admin fee / account holder | $11,972 | $6,193+93.3% | $3,845+211.4% | $11,246+6.5% |