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 | $123,207 | $109,359+12.7% | $162,163-24.0% | $72,985+68.8% |
| Participation rate | 97.9% | 84.3%+13.6pp | 87.6%+10.3pp | 69.5%+28.4pp |
| Annual return | 24.02% | 25.46%-1.4pp | 115.59%-91.6pp | 81.00%-57.0pp |
| Employer contribution / active EE | $5,268 | $3,907+34.8% | $5,614-6.2% | $2,440+115.9% |
| Participant deferral / active EE | $5,304 | $5,481-3.2% | $7,298-27.3% | $3,607+47.0% |
| Admin fee / account holder | $5,063 | $7,972-36.5% | $10,843-53.3% | $5,124-1.2% |