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 | $108,919+17.5% | $100,391+27.5% | $145,922-12.3% |
| Participation rate | 86.4% | 82.9%+3.4pp | 81.5%+4.9pp | 80.3%+6.1pp |
| Annual return | 11.83% | 57.88%-46.1pp | 49.20%-37.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,914 | $8,445-18.1% | $8,082-14.4% | $6,688+3.4% |
| Admin fee / account holder | $35,125 | $9,689+262.5% | $7,899+344.7% | $13,397+162.2% |