Filed January 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 | $229,928 | $161,352+42.5% | $134,172+71.4% | $137,256+67.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.37% | 28.72%-11.4pp | 25.30%-7.9pp | 220.34%-203.0pp |
| Employer contribution / active EE | $8,793 | $4,099+114.5% | $3,420+157.1% | $4,156+111.6% |
| Participant deferral / active EE | $18,060 | $5,552+225.3% | $4,690+285.0% | $6,407+181.9% |
| Admin fee / account holder | $29,015 | $15,028+93.1% | $12,016+141.5% | $12,270+136.5% |