Filed October 2, 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 | $86,748 | $90,600-4.3% | $79,464+9.2% | $135,375-35.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 6.12% | 977.43%-971.3pp | 718.14%-712.0pp | 519.73%-513.6pp |
| Employer contribution / active EE | $3,589 | $3,068+17.0% | $2,800+28.2% | $4,779-24.9% |
| Participant deferral / active EE | $10,305 | $4,050+154.4% | $3,704+178.2% | $5,609+83.7% |
| Admin fee / account holder | $52,913 | $5,907+795.8% | $5,113+934.9% | $10,827+388.7% |