Filed January 15, 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 | $61,975 | $45,152+37.3% | $73,843-16.1% | $59,632+3.9% |
| Participation rate | 96.2% | 64.0%+32.1pp | 73.4%+22.7pp | 68.7%+27.5pp |
| Annual return | -0.96% | 27.40%-28.4pp | 2267.84%-2268.8pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $10,491 | $1,902+451.7% | $2,787+276.4% | $2,203+376.3% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,273 | $3,516-63.8% | $4,880-73.9% | $4,297-70.4% |