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 | $149,949 | $102,966+45.6% | $90,281+66.1% | $152,861-1.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.00% | 95.16%-69.2pp | 78.10%-52.1pp | 345.32%-319.3pp |
| Employer contribution / active EE | $7,430 | $3,139+136.7% | $2,854+160.3% | $4,762+56.0% |
| Participant deferral / active EE | $11,528 | $4,281+169.3% | $3,885+196.7% | $5,850+97.1% |
| Admin fee / account holder | $982 | $6,171-84.1% | $5,351-81.6% | $11,596-91.5% |