Filed February 19, 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 | $55,479 | $94,529-41.3% | $140,016-60.4% | $64,186-13.6% |
| Participation rate | 84.2% | 84.1%+0.1pp | 87.5%-3.3pp | 69.6%+14.6pp |
| Annual return | -6.16% | 7.77%-13.9pp | 651.12%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,148 | $3,812-69.9% | $5,606-79.5% | $2,381-51.8% |
| Participant deferral / active EE | $3,004 | $5,250-42.8% | $6,927-56.6% | $3,470-13.4% |
| Admin fee / account holder | $1,289 | $6,741-80.9% | $10,705-88.0% | $4,888-73.6% |