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 | $118,532 | $72,177+64.2% | $115,037+3.0% | $59,632+98.8% |
| Participation rate | 97.5% | 72.6%+24.9pp | 81.4%+16.1pp | 68.7%+28.8pp |
| Annual return | 0.36% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $11,720 | $2,841+312.5% | $4,608+154.3% | $2,203+432.1% |
| Participant deferral / active EE | $9,003 | $4,783+88.2% | $6,026+49.4% | $3,192+182.1% |
| Admin fee / account holder | $20,742 | $4,927+321.0% | $8,175+153.7% | $4,297+382.7% |