Filed January 19, 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 | $99,487 | $48,046+107.1% | $84,611+17.6% | $72,985+36.3% |
| Participation rate | 86.6% | 57.6%+29.0pp | 68.2%+18.3pp | 69.5%+17.1pp |
| Annual return | 21.60% | 37.38%-15.8pp | 258.74%-237.1pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,329 | $1,602+45.4% | $2,652-12.2% | $2,440-4.5% |
| Participant deferral / active EE | $4,563 | $2,680+70.3% | $3,899+17.0% | $3,607+26.5% |
| Admin fee / account holder | $4,026 | $3,395+18.6% | $4,912-18.0% | $5,124-21.4% |