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 | $139,469 | $102,317+36.3% | $146,958-5.1% | $80,856+72.5% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.2%+9.4pp | 67.6%+23.9pp |
| Annual return | 20.52% | 134.76%-114.2pp | 418.34%-397.8pp | 35.59%-15.1pp |
| Employer contribution / active EE | $2,738 | $3,713-26.3% | $4,933-44.5% | $2,755-0.6% |
| Participant deferral / active EE | $7,026 | $6,644+5.8% | $8,070-12.9% | $4,296+63.6% |
| Admin fee / account holder | $6,077 | $7,941-23.5% | $12,998-53.2% | $6,918-12.2% |