Filed March 12, 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 | $84,632 | $87,841-3.7% | $133,980-36.8% | $62,891+34.6% |
| Participation rate | 98.9% | 83.4%+15.5pp | 87.1%+11.8pp | 69.3%+29.6pp |
| Annual return | 12.15% | 12.05%+0.1pp | 29.30%-17.1pp | 20.14%-8.0pp |
| Employer contribution / active EE | $4,566 | $3,483+31.1% | $5,211-12.4% | $2,281+100.2% |
| Participant deferral / active EE | $5,075 | $4,812+5.5% | $6,282-19.2% | $3,203+58.4% |
| Admin fee / account holder | $4,246 | $5,371-21.0% | $9,324-54.5% | $4,296-1.2% |