Filed February 3, 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 | $58,491 | $60,349-3.1% | $74,183-21.2% | $62,891-7.0% |
| Participation rate | 80.0% | 72.7%+7.3pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 10.93% | 21.37%-10.4pp | 17.74%-6.8pp | 20.14%-9.2pp |
| Employer contribution / active EE | $636 | $1,680-62.1% | $2,370-73.1% | $2,281-72.1% |
| Participant deferral / active EE | $2,993 | $2,856+4.8% | $3,550-15.7% | $3,203-6.6% |
| Admin fee / account holder | $1,151 | $4,261-73.0% | $5,586-79.4% | $4,296-73.2% |