Filed March 27, 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 | $127,337 | $214,378-40.6% | $200,582-36.5% | $142,382-10.6% |
| Participation rate | 70.6% | 87.4%-16.9pp | 86.9%-16.3pp | 80.1%-9.5pp |
| Annual return | 15.07% | 46.41%-31.3pp | 42.33%-27.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,759 | $6,841-59.7% | $6,419-57.0% | $4,299-35.8% |
| Participant deferral / active EE | $7,118 | $9,865-27.8% | $9,331-23.7% | $6,507+9.4% |
| Admin fee / account holder | $38,302 | $17,692+116.5% | $16,305+134.9% | $12,624+203.4% |