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 | $143,686 | $76,552+87.7% | $123,892+16.0% | $62,891+128.5% |
| Participation rate | 95.5% | 73.0%+22.5pp | 81.4%+14.0pp | 69.3%+26.1pp |
| Annual return | 8.89% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $15,306 | $2,883+431.0% | $4,617+231.5% | $2,281+571.1% |
| Participant deferral / active EE | $10,059 | $4,840+107.8% | $5,984+68.1% | $3,203+214.0% |
| Admin fee / account holder | $12,202 | $4,826+152.8% | $8,357+46.0% | $4,296+184.1% |