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 | $189,240 | $88,672+113.4% | $105,223+79.8% | $82,448+129.5% |
| Participation rate | 94.4% | 67.9%+26.5pp | 75.0%+19.4pp | 68.1%+26.4pp |
| Annual return | 16.29% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,826 | $3,048+25.5% | $3,689+3.7% | $2,551+50.0% |
| Participant deferral / active EE | $9,645 | $4,036+139.0% | $5,072+90.2% | $4,139+133.0% |
| Admin fee / account holder | $54,173 | $7,146+658.1% | $8,859+511.5% | $7,234+648.8% |