Filed November 4, 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 | $117,594 | $49,177+139.1% | $79,464+48.0% | $64,186+83.2% |
| Participation rate | 92.6% | 65.0%+27.6pp | 73.3%+19.2pp | 69.6%+23.0pp |
| Annual return | -4.14% | -1.16%-3.0pp | 718.14%-722.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $4,506 | $2,076+117.0% | $2,800+60.9% | $2,381+89.3% |
| Participant deferral / active EE | $6,741 | $2,821+138.9% | $3,704+82.0% | $3,470+94.3% |
| Admin fee / account holder | $7,047 | $3,839+83.6% | $5,113+37.8% | $4,888+44.2% |