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 | $82,653 | $137,414-39.9% | $189,513-56.4% | $85,850-3.7% |
| Participation rate | 96.5% | 84.6%+11.9pp | 87.8%+8.7pp | 69.3%+27.2pp |
| Annual return | 12.73% | 38.14%-25.4pp | 555.15%-542.4pp | 318.53%-305.8pp |
| Employer contribution / active EE | $5,895 | $4,344+35.7% | $6,162-4.3% | $2,565+129.8% |
| Participant deferral / active EE | $5,652 | $6,260-9.7% | $8,221-31.3% | $3,952+43.0% |
| Admin fee / account holder | $12,477 | $8,630+44.6% | $12,045+3.6% | $6,260+99.3% |