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 | $84,582 | $72,492+16.7% | $87,100-2.9% | $72,985+15.9% |
| Participation rate | 77.6% | 72.8%+4.7pp | 76.9%+0.7pp | 69.5%+8.1pp |
| Annual return | 20.71% | 24.46%-3.7pp | 28.19%-7.5pp | 81.00%-60.3pp |
| Employer contribution / active EE | $531 | $1,894-71.9% | $2,521-78.9% | $2,440-78.2% |
| Participant deferral / active EE | $3,737 | $3,270+14.3% | $4,049-7.7% | $3,607+3.6% |
| Admin fee / account holder | $1,423 | $5,055-71.9% | $7,497-81.0% | $5,124-72.2% |