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 | $110,741 | $70,756+56.5% | $65,493+69.1% | $142,382-22.2% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 16.62% | 1754.89%-1738.3pp | 982.45%-965.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,618 | $2,881-9.1% | $2,574+1.7% | $4,299-39.1% |
| Participant deferral / active EE | $7,283 | $4,637+57.0% | $3,961+83.9% | $6,507+11.9% |
| Admin fee / account holder | $3,674 | $6,559-44.0% | $5,028-26.9% | $12,624-70.9% |