Filed February 12, 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 | $201,535 | $132,049+52.6% | $200,582+0.5% | $74,304+171.2% |
| Participation rate | 88.3% | 84.1%+4.3pp | 86.9%+1.4pp | 60.3%+28.0pp |
| Annual return | 15.70% | 22.22%-6.5pp | 42.33%-26.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $3,357 | $4,558-26.3% | $6,419-47.7% | $2,241+49.8% |
| Participant deferral / active EE | $7,520 | $7,213+4.3% | $9,331-19.4% | $3,767+99.6% |
| Admin fee / account holder | $13,058 | $2,405+443.0% | $16,305-19.9% | $2,969+339.8% |