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 | $182,447 | $92,703+96.8% | $82,719+120.6% | $134,475+35.7% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -18.90% | 944.92%-963.8pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $7,048 | $3,274+115.3% | $3,009+134.2% | $4,740+48.7% |
| Participant deferral / active EE | $11,178 | $4,802+132.8% | $4,395+154.3% | $6,400+74.7% |
| Admin fee / account holder | $7,182 | $5,983+20.1% | $5,329+34.8% | $11,426-37.1% |