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 | $113,059 | $95,803+18.0% | $113,168-0.1% | $84,808+33.3% |
| Participation rate | 90.7% | 72.9%+17.9pp | 76.6%+14.2pp | 68.3%+22.4pp |
| Annual return | 19.74% | 25.00%-5.3pp | 24.27%-4.5pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,050 | $2,360+29.2% | $2,975+2.5% | $2,631+15.9% |
| Participant deferral / active EE | $8,131 | $4,242+91.7% | $5,107+59.2% | $4,212+93.1% |
| Admin fee / account holder | $1,212 | $8,989-86.5% | $12,068-90.0% | $7,344-83.5% |