Filed May 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 | $118,877 | $82,664+43.8% | $125,339-5.2% | $68,494+73.6% |
| Participation rate | 85.9% | 75.0%+10.9pp | 82.4%+3.6pp | 67.9%+18.0pp |
| Annual return | -13.81% | -5.97%-7.8pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $5,188 | $3,381+53.5% | $4,814+7.8% | $2,596+99.8% |
| Participant deferral / active EE | $6,731 | $6,110+10.2% | $7,446-9.6% | $4,027+67.1% |
| Admin fee / account holder | $2,977 | $6,275-52.6% | $10,010-70.3% | $5,403-44.9% |