Filed June 8, 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 | $156,486 | $138,347+13.1% | $184,203-15.0% | $80,856+93.5% |
| Participation rate | 83.1% | 83.9%-0.8pp | 86.8%-3.8pp | 67.6%+15.4pp |
| Annual return | 14.06% | 20.02%-6.0pp | 28.81%-14.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,515 | $4,850-27.5% | $6,427-45.3% | $2,755+27.6% |
| Participant deferral / active EE | $7,974 | $7,071+12.8% | $9,131-12.7% | $4,296+85.6% |
| Admin fee / account holder | $5,946 | $10,483-43.3% | $13,901-57.2% | $6,918-14.1% |