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 | $102,381 | $64,348+59.1% | $90,160+13.6% | $70,131+46.0% |
| Participation rate | 83.5% | 70.4%+13.1pp | 76.9%+6.7pp | 69.5%+14.0pp |
| Annual return | 16.28% | 28.13%-11.9pp | 34.88%-18.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $3,078 | $2,046+50.5% | $3,318-7.2% | $2,342+31.4% |
| Participant deferral / active EE | $6,553 | $4,389+49.3% | $5,288+23.9% | $3,332+96.7% |
| Admin fee / account holder | $4,760 | $3,944+20.7% | $5,943-19.9% | $4,645+2.5% |