Filed June 8, 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 4-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 | $118,368 | $177,572-33.3% | $154,803-23.5% | $142,382-16.9% |
| Participation rate | 87.0% | 82.1%+4.9pp | 78.1%+8.9pp | 80.1%+6.8pp |
| Annual return | 18.35% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $9,709 | $4,810+101.8% | $4,305+125.5% | $4,299+125.8% |
| Participant deferral / active EE | $21,739 | $6,272+246.6% | $5,540+292.4% | $6,507+234.1% |
| Admin fee / account holder | $424 | $16,786-97.5% | $14,329-97.0% | $12,624-96.6% |