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 | $102,100 | $100,041+2.1% | $149,718-31.8% | $70,131+45.6% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.1%+11.8pp | 69.5%+29.3pp |
| Annual return | 16.79% | 27.43%-10.6pp | 1501.63%-1484.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $5,049 | $3,662+37.9% | $5,445-7.3% | $2,342+115.6% |
| Participant deferral / active EE | $5,312 | $4,983+6.6% | $6,569-19.1% | $3,332+59.4% |
| Admin fee / account holder | $5,740 | $8,286-30.7% | $11,283-49.1% | $4,645+23.6% |