Filed September 1, 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 | $50,511 | $52,580-3.9% | $71,671-29.5% | $70,131-28.0% |
| Participation rate | 85.0% | 60.9%+24.1pp | 68.7%+16.3pp | 69.5%+15.5pp |
| Annual return | 17.06% | 20.25%-3.2pp | 20.65%-3.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,850 | $1,616+14.5% | $2,460-24.8% | $2,342-21.0% |
| Participant deferral / active EE | $4,426 | $2,386+85.5% | $3,438+28.8% | $3,332+32.9% |
| Admin fee / account holder | $3,011 | $3,653-17.6% | $5,558-45.8% | $4,645-35.2% |