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 | $86,686 | $72,400+19.7% | $67,502+28.4% | $145,922-40.6% |
| Participation rate | 76.5% | 76.9%-0.4pp | 72.9%+3.6pp | 80.3%-3.8pp |
| Annual return | 13.11% | 7182.46%-7169.4pp | 3512.12%-3499.0pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,599 | $3,069-15.3% | $2,731-4.8% | $4,660-44.2% |
| Participant deferral / active EE | $8,371 | $4,783+75.0% | $4,000+109.3% | $6,688+25.2% |
| Admin fee / account holder | $67,509 | $5,539+1118.8% | $3,998+1588.7% | $13,397+403.9% |