Filed September 3, 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 | $64,290 | $177,572-63.8% | $154,803-58.5% | $142,382-54.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.22% | 65.07%-49.8pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,326 | $4,810-10.1% | $4,305+0.5% | $4,299+0.6% |
| Participant deferral / active EE | $3,573 | $6,272-43.0% | $5,540-35.5% | $6,507-45.1% |
| Admin fee / account holder | $7,885 | $16,786-53.0% | $14,329-45.0% | $12,624-37.5% |