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 | $56,154 | $136,307-58.8% | $106,619-47.3% | $273,961-79.5% |
| Participation rate | 83.3% | 84.8%-1.4pp | 78.0%+5.3pp | 83.0%+0.3pp |
| Annual return | 7.95% | 11.05%-3.1pp | 9.42%-1.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,732 | $5,190-47.4% | $3,947-30.8% | $4,869-43.9% |
| Participant deferral / active EE | $8,140 | $4,969+63.8% | $3,930+107.1% | $5,287+54.0% |
| Admin fee / account holder | $6,278 | $8,625-27.2% | $6,418-2.2% | $10,132-38.0% |