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 | $60,764 | $153,772-60.5% | $133,980-54.6% | $273,961-77.8% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 7.16% | 36.51%-29.4pp | 29.30%-22.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $3,214 | $6,029-46.7% | $5,211-38.3% | $4,869-34.0% |
| Participant deferral / active EE | $5,804 | $6,958-16.6% | $6,282-7.6% | $5,287+9.8% |
| Admin fee / account holder | $2,011 | $11,765-82.9% | $9,324-78.4% | $10,132-80.1% |