Filed January 22, 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 | $40,077 | $58,828-31.9% | $77,999-48.6% | $62,891-36.3% |
| Participation rate | 91.7% | 71.1%+20.6pp | 75.5%+16.1pp | 69.3%+22.4pp |
| Annual return | 6.65% | 17.16%-10.5pp | 425.96%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $407 | $1,672-75.7% | $2,470-83.5% | $2,281-82.2% |
| Participant deferral / active EE | $3,024 | $2,686+12.6% | $3,497-13.5% | $3,203-5.6% |
| Admin fee / account holder | $10,542 | $4,393+140.0% | $5,480+92.4% | $4,296+145.4% |