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 | $177,900 | $100,852+76.4% | $90,404+96.8% | $158,922+11.9% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.7%+18.6pp | 82.0%+9.3pp |
| Annual return | 16.86% | 1724.20%-1707.3pp | 1293.02%-1276.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $6,378 | $3,689+72.9% | $3,262+95.5% | $4,761+34.0% |
| Participant deferral / active EE | $10,185 | $4,348+134.3% | $3,963+157.0% | $5,982+70.3% |
| Admin fee / account holder | $17,284 | $6,501+165.9% | $5,611+208.1% | $11,246+53.7% |