Filed February 26, 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 | $108,291 | $77,419+39.9% | $69,455+55.9% | $152,861-29.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 18.90% | 39.06%-20.2pp | 28.97%-10.1pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,871 | $3,315-13.4% | $2,779+3.3% | $4,762-39.7% |
| Participant deferral / active EE | $7,745 | $4,414+75.5% | $3,535+119.1% | $5,850+32.4% |
| Admin fee / account holder | $11,891 | $6,207+91.6% | $3,839+209.7% | $11,596+2.5% |