Filed June 8, 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 | $104,866 | $198,466-47.2% | $170,442-38.5% | $147,584-28.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 11.27% | 257.29%-246.0pp | 205.93%-194.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $3,416 | $6,184-44.8% | $5,433-37.1% | $4,876-29.9% |
| Participant deferral / active EE | $7,393 | $5,629+31.3% | $4,939+49.7% | $5,439+35.9% |
| Admin fee / account holder | $3,862 | $16,852-77.1% | $13,880-72.2% | $10,885-64.5% |