Filed June 8, 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 | $19,302 | $84,233-77.1% | $170,442-88.7% | $70,131-72.5% |
| Participation rate | 97.4% | 70.8%+26.5pp | 83.6%+13.8pp | 69.5%+27.8pp |
| Annual return | 33.87% | 23.06%+10.8pp | 205.93%-172.1pp | 73.14%-39.3pp |
| Employer contribution / active EE | $1,083 | $3,387-68.0% | $5,433-80.1% | $2,342-53.7% |
| Participant deferral / active EE | $2,976 | $3,086-3.6% | $4,939-39.7% | $3,332-10.7% |
| Admin fee / account holder | $397 | $5,698-93.0% | $13,880-97.1% | $4,645-91.5% |