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 | $122,383 | $69,207+76.8% | $64,056+91.1% | $139,434-12.2% |
| Participation rate | 92.9% | 75.6%+17.3pp | 72.3%+20.6pp | 80.3%+12.5pp |
| Annual return | 13.65% | 45.88%-32.2pp | 33.69%-20.0pp | 372.94%-359.3pp |
| Employer contribution / active EE | $4,235 | $3,182+33.1% | $2,747+54.2% | $4,751-10.9% |
| Participant deferral / active EE | $8,558 | $4,682+82.8% | $3,880+120.6% | $6,710+27.5% |
| Admin fee / account holder | $14,401 | $4,244+239.3% | $3,068+369.4% | $11,403+26.3% |