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 | $107,859 | $67,331+60.2% | $60,874+77.2% | $134,475-19.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.54% | 49.93%-65.5pp | 16.90%-32.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,154 | $3,096+1.9% | $2,701+16.8% | $4,740-33.4% |
| Participant deferral / active EE | $7,056 | $4,538+55.5% | $3,817+84.9% | $6,400+10.3% |
| Admin fee / account holder | $4,058 | $4,582-11.4% | $3,224+25.9% | $11,426-64.5% |