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 | $91,872 | $57,281+60.4% | $86,612+6.1% | $75,163+22.2% |
| Participation rate | 75.0% | 63.2%+11.8pp | 71.7%+3.3pp | 67.2%+7.8pp |
| Annual return | 16.66% | 2670.75%-2654.1pp | 591.07%-574.4pp | 160.62%-144.0pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,459 | $3,318+185.1% | $4,438+113.2% | $4,125+129.3% |
| Admin fee / account holder | $447 | $4,112-89.1% | $5,614-92.0% | $5,651-92.1% |