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 | $125,957 | $74,927+68.1% | $101,794+23.7% | $84,808+48.5% |
| Participation rate | 76.3% | 61.4%+14.9pp | 69.2%+7.1pp | 68.3%+8.0pp |
| Annual return | 12.77% | 18.70%-5.9pp | 30.53%-17.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,754 | $1,522+15.3% | $2,289-23.4% | $2,631-33.3% |
| Participant deferral / active EE | $3,168 | $3,099+2.2% | $4,084-22.4% | $4,212-24.8% |
| Admin fee / account holder | $37,674 | $6,514+478.4% | $8,777+329.2% | $7,344+413.0% |