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 | $116,788 | $127,065-8.1% | $113,168+3.2% | $142,382-18.0% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 22.32% | 24.03%-1.7pp | 24.27%-1.9pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,652 | $3,442+6.1% | $2,975+22.8% | $4,299-15.0% |
| Participant deferral / active EE | $11,368 | $5,716+98.9% | $5,107+122.6% | $6,507+74.7% |
| Admin fee / account holder | $344 | $15,736-97.8% | $12,068-97.2% | $12,624-97.3% |