Filed December 10, 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 | $127,957 | $108,912+17.5% | $100,383+27.5% | $145,959-12.3% |
| Participation rate | 86.4% | 83.0%+3.4pp | 81.5%+4.9pp | 80.3%+6.1pp |
| Annual return | 11.83% | 57.96%-46.1pp | 49.26%-37.4pp | 561.95%-550.1pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,914 | $8,451-18.2% | $8,086-14.5% | $6,689+3.4% |
| Admin fee / account holder | $35,125 | $9,690+262.5% | $7,900+344.6% | $13,398+162.2% |