Filed December 29, 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 | $111,011 | $92,703+19.7% | $82,719+34.2% | $134,475-17.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.89% | 944.92%-964.8pp | 701.18%-721.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $4,652 | $3,274+42.1% | $3,009+54.6% | $4,740-1.8% |
| Participant deferral / active EE | $8,634 | $4,802+79.8% | $4,395+96.5% | $6,400+34.9% |
| Admin fee / account holder | $1,387 | $5,983-76.8% | $5,329-74.0% | $11,426-87.9% |