Filed August 21, 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 | $173,095 | $72,492+138.8% | $87,100+98.7% | $72,985+137.2% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.9%+7.5pp | 69.5%+14.9pp |
| Annual return | 24.40% | 24.46%-0.1pp | 28.19%-3.8pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,129 | $1,894-40.4% | $2,521-55.2% | $2,440-53.7% |
| Participant deferral / active EE | $4,281 | $3,270+30.9% | $4,049+5.8% | $3,607+18.7% |
| Admin fee / account holder | $1,002 | $5,055-80.2% | $7,497-86.6% | $5,124-80.4% |