Filed January 9, 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 | $149,789 | $78,520+90.8% | $96,576+55.1% | $82,448+81.7% |
| Participation rate | 79.5% | 77.7%+1.7pp | 81.4%-2.0pp | 68.1%+11.4pp |
| Annual return | 17.34% | 41.30%-24.0pp | 38.47%-21.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $3,089 | $2,630+17.5% | $3,553-13.1% | $2,551+21.1% |
| Participant deferral / active EE | $6,219 | $6,754-7.9% | $7,956-21.8% | $4,139+50.2% |
| Admin fee / account holder | $11,265 | $13,455-16.3% | $11,381-1.0% | $7,234+55.7% |