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 | $89,946 | $51,175+75.8% | $70,515+27.6% | $75,163+19.7% |
| Participation rate | 90.0% | 60.9%+29.1pp | 68.3%+21.7pp | 67.2%+22.8pp |
| Annual return | 15.64% | 30.02%-14.4pp | 32.77%-17.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,674 | $1,826-8.3% | $2,973-43.7% | $2,670-37.3% |
| Participant deferral / active EE | $4,511 | $2,849+58.3% | $4,567-1.2% | $4,125+9.4% |
| Admin fee / account holder | $6,364 | $4,091+55.6% | $6,412-0.7% | $5,651+12.6% |