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 | $47,105+15.4% | $68,368-20.5% | $67,986-20.0% |
| Participation rate | 76.6% | 51.8%+24.8pp | 73.8%+2.9pp | 57.2%+19.4pp |
| Annual return | 16.48% | 48.37%-31.9pp | 292.57%-276.1pp | 31.67%-15.2pp |
| Employer contribution / active EE | $1,699 | $1,859-8.6% | $2,649-35.9% | $2,019-15.8% |
| Participant deferral / active EE | $3,179 | $2,374+33.9% | $4,123-22.9% | $3,358-5.3% |
| Admin fee / account holder | $7,210 | $2,435+196.1% | $5,150+40.0% | $3,203+125.1% |