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 | $185,616 | $78,422+136.7% | $95,952+93.4% | $79,858+132.4% |
| Participation rate | 84.8% | 73.5%+11.4pp | 77.1%+7.8pp | 69.6%+15.2pp |
| Annual return | 14.34% | 19.37%-5.0pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,227 | $1,945-36.9% | $2,541-51.7% | $2,471-50.3% |
| Participant deferral / active EE | $4,355 | $3,440+26.6% | $4,167+4.5% | $3,740+16.4% |
| Admin fee / account holder | $6,974 | $5,622+24.0% | $6,795+2.6% | $5,306+31.4% |