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 | $57,858 | $58,208-0.6% | $81,812-29.3% | $80,856-28.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 18.24% | 41.66%-23.4pp | 773.79%-755.5pp | 35.59%-17.3pp |
| Employer contribution / active EE | $4,752 | $2,340+103.1% | $2,912+63.2% | $2,755+72.5% |
| Participant deferral / active EE | $6,095 | $3,281+85.8% | $4,319+41.1% | $4,296+41.9% |
| Admin fee / account holder | $18,174 | $4,981+264.8% | $7,386+146.1% | $6,918+162.7% |