Filed July 5, 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 | $92,026 | $74,089+24.2% | $133,980-31.3% | $55,167+66.8% |
| Participation rate | 92.8% | 84.3%+8.5pp | 87.1%+5.7pp | 69.0%+23.8pp |
| Annual return | 21.74% | 12.11%+9.6pp | 29.30%-7.6pp | 169.23%-147.5pp |
| Employer contribution / active EE | $2,389 | $3,064-22.0% | $5,211-54.2% | $1,963+21.7% |
| Participant deferral / active EE | $9,602 | $4,678+105.2% | $6,282+52.8% | $3,054+214.4% |
| Admin fee / account holder | $2,674 | $458+483.7% | $9,324-71.3% | $504+430.8% |