Filed January 15, 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 | $218,947 | $209,411+4.6% | $178,490+22.7% | $158,922+37.8% |
| Participation rate | 95.2% | 86.3%+8.9pp | 81.9%+13.3pp | 82.0%+13.3pp |
| Annual return | 15.84% | 188.75%-172.9pp | 151.07%-135.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $4,456 | $5,706-21.9% | $5,011-11.1% | $4,761-6.4% |
| Participant deferral / active EE | $5,305 | $5,954-10.9% | $5,202+2.0% | $5,982-11.3% |
| Admin fee / account holder | $2,043 | $17,074-88.0% | $13,984-85.4% | $11,246-81.8% |