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 | $246,642 | $86,929+183.7% | $102,423+140.8% | $80,856+205.0% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 13.65% | 18.88%-5.2pp | 29.32%-15.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,270 | $2,369-46.4% | $3,023-58.0% | $2,755-53.9% |
| Participant deferral / active EE | $5,050 | $4,118+22.6% | $5,053-0.1% | $4,296+17.6% |
| Admin fee / account holder | $1,533 | $8,049-81.0% | $9,451-83.8% | $6,918-77.8% |