Filed June 8, 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 | $106,570 | $54,762+94.6% | $90,281+18.0% | $72,985+46.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.76% | 30.63%-10.9pp | 78.10%-58.3pp | 81.00%-61.2pp |
| Employer contribution / active EE | $3,816 | $2,092+82.4% | $2,854+33.7% | $2,440+56.4% |
| Participant deferral / active EE | $5,949 | $2,887+106.0% | $3,885+53.1% | $3,607+64.9% |
| Admin fee / account holder | $23,158 | $3,972+483.0% | $5,351+332.8% | $5,124+351.9% |