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 | $67,600 | $57,281+18.0% | $86,612-22.0% | $75,163-10.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 34.53% | 2670.75%-2636.2pp | 591.07%-556.5pp | 160.62%-126.1pp |
| Employer contribution / active EE | $6,096 | $2,314+163.4% | $3,022+101.7% | $2,670+128.3% |
| Participant deferral / active EE | $6,416 | $3,318+93.4% | $4,438+44.6% | $4,125+55.5% |
| Admin fee / account holder | $10,930 | $4,112+165.8% | $5,614+94.7% | $5,651+93.4% |