Filed November 20, 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 7-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 | $84,724 | $202,318-58.1% | $172,739-51.0% | $152,861-44.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.34% | 1029.65%-1001.3pp | 802.84%-774.5pp | 345.32%-317.0pp |
| Employer contribution / active EE | $8,089 | $5,856+38.1% | $5,143+57.3% | $4,762+69.9% |
| Participant deferral / active EE | $23,863 | $5,948+301.2% | $5,198+359.1% | $5,850+307.9% |
| Admin fee / account holder | $2,902 | $17,109-83.0% | $13,954-79.2% | $11,596-75.0% |