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 | $96,274 | $56,053+71.8% | $75,972+26.7% | $80,856+19.1% |
| Participation rate | 81.8% | 62.0%+19.8pp | 69.1%+12.8pp | 67.6%+14.2pp |
| Annual return | 12.72% | 20.53%-7.8pp | 359.55%-346.8pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,708 | $1,874-8.9% | $2,685-36.4% | $2,755-38.0% |
| Participant deferral / active EE | $4,208 | $3,052+37.9% | $4,255-1.1% | $4,296-2.0% |
| Admin fee / account holder | $4,973 | $5,234-5.0% | $6,467-23.1% | $6,918-28.1% |