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 | $163,101+41.0% | $136,749+68.1% | $142,382+61.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.37% | 27.54%-10.2pp | 24.33%-7.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $8,793 | $4,117+113.6% | $3,400+158.6% | $4,299+104.5% |
| Participant deferral / active EE | $18,060 | $5,585+223.4% | $4,692+284.9% | $6,507+177.5% |
| Admin fee / account holder | $29,015 | $14,318+102.6% | $11,386+154.8% | $12,624+129.8% |