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 | $92,347 | $49,922+85.0% | $80,569+14.6% | $75,163+22.9% |
| Participation rate | 71.4% | 55.3%+16.1pp | 67.0%+4.4pp | 67.2%+4.2pp |
| Annual return | 18.97% | 34.69%-15.7pp | 935.43%-916.5pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,970 | $1,698+16.0% | $2,723-27.7% | $2,670-26.2% |
| Participant deferral / active EE | $4,488 | $2,990+50.1% | $4,447+0.9% | $4,125+8.8% |
| Admin fee / account holder | $3,826 | $3,577+7.0% | $5,377-28.8% | $5,651-32.3% |