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 | $80,673+85.7% | $101,326+47.8% | $84,808+76.6% |
| Participation rate | 79.5% | 77.8%+1.7pp | 81.5%-2.0pp | 68.3%+11.1pp |
| Annual return | 17.34% | 38.95%-21.6pp | 36.82%-19.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,089 | $2,698+14.5% | $3,665-15.7% | $2,631+17.4% |
| Participant deferral / active EE | $6,219 | $6,840-9.1% | $7,994-22.2% | $4,212+47.7% |
| Admin fee / account holder | $11,265 | $12,784-11.9% | $11,185+0.7% | $7,344+53.4% |