Filed July 6, 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 | $54,370 | $56,317-3.5% | $71,209-23.6% | $74,304-26.8% |
| Participation rate | 76.6% | 55.1%+21.5pp | 73.8%+2.9pp | 60.3%+16.3pp |
| Annual return | 16.48% | 42.83%-26.4pp | 282.51%-266.0pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,699 | $2,160-21.3% | $2,721-37.6% | $2,241-24.2% |
| Participant deferral / active EE | $3,179 | $2,788+14.0% | $4,175-23.8% | $3,767-15.6% |
| Admin fee / account holder | $7,210 | $2,290+214.9% | $5,349+34.8% | $2,969+142.9% |