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 | $92,211 | $85,766+7.5% | $136,294-32.3% | $70,131+31.5% |
| Participation rate | 78.7% | 74.2%+4.6pp | 81.9%-3.2pp | 69.5%+9.2pp |
| Annual return | 16.79% | 31.45%-14.7pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $865 | $2,966-70.8% | $4,695-81.6% | $2,342-63.1% |
| Participant deferral / active EE | $4,358 | $5,051-13.7% | $6,247-30.2% | $3,332+30.8% |
| Admin fee / account holder | $3,086 | $5,420-43.1% | $9,243-66.6% | $4,645-33.6% |