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 | $101,188 | $82,664+22.4% | $125,339-19.3% | $68,494+47.7% |
| Participation rate | 85.5% | 75.0%+10.5pp | 82.4%+3.1pp | 67.9%+17.6pp |
| Annual return | -15.43% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,241 | $3,381-33.7% | $4,814-53.4% | $2,596-13.7% |
| Participant deferral / active EE | $5,629 | $6,110-7.9% | $7,446-24.4% | $4,027+39.8% |
| Admin fee / account holder | $637 | $6,275-89.8% | $10,010-93.6% | $5,403-88.2% |