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 | $78,980 | $64,348+22.7% | $90,160-12.4% | $70,131+12.6% |
| Participation rate | 87.7% | 70.4%+17.3pp | 76.9%+10.8pp | 69.5%+18.2pp |
| Annual return | 16.32% | 28.13%-11.8pp | 34.88%-18.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,555 | $2,046+24.9% | $3,318-23.0% | $2,342+9.1% |
| Participant deferral / active EE | $4,600 | $4,389+4.8% | $5,288-13.0% | $3,332+38.1% |
| Admin fee / account holder | $6,863 | $3,944+74.0% | $5,943+15.5% | $4,645+47.7% |