Filed June 8, 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 | $85,359 | $58,208+46.6% | $81,812+4.3% | $80,856+5.6% |
| Participation rate | 98.7% | 63.4%+35.3pp | 72.3%+26.3pp | 67.6%+31.0pp |
| Annual return | 16.78% | 41.66%-24.9pp | 773.79%-757.0pp | 35.59%-18.8pp |
| Employer contribution / active EE | $3,276 | $2,340+40.0% | $2,912+12.5% | $2,755+18.9% |
| Participant deferral / active EE | $7,534 | $3,281+129.6% | $4,319+74.5% | $4,296+75.4% |
| Admin fee / account holder | $4,124 | $4,981-17.2% | $7,386-44.2% | $6,918-40.4% |