Filed August 14, 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 | $92,120 | $86,922+6.0% | $102,438-10.1% | $80,874+13.9% |
| Participation rate | 96.1% | 72.4%+23.7pp | 76.5%+19.6pp | 67.6%+28.4pp |
| Annual return | 12.60% | 18.90%-6.3pp | 29.37%-16.8pp | 35.62%-23.0pp |
| Employer contribution / active EE | $3,198 | $2,369+35.0% | $3,024+5.8% | $2,756+16.1% |
| Participant deferral / active EE | $8,443 | $4,119+105.0% | $5,054+67.1% | $4,297+96.5% |
| Admin fee / account holder | $6,439 | $8,050-20.0% | $9,448-31.8% | $6,935-7.2% |