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 | $58,637 | $54,380+7.8% | $68,509-14.4% | $59,632-1.7% |
| Participation rate | 97.9% | 70.2%+27.7pp | 74.7%+23.1pp | 68.7%+29.2pp |
| Annual return | -0.29% | 2.83%-3.1pp | 8.27%-8.6pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,539 | $1,539+65.0% | $2,278+11.5% | $2,203+15.3% |
| Participant deferral / active EE | $4,485 | $2,643+69.7% | $3,382+32.6% | $3,192+40.5% |
| Admin fee / account holder | $556 | $3,885-85.7% | $5,275-89.5% | $4,297-87.1% |