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 | $68,209 | $109,359-37.6% | $162,163-57.9% | $72,985-6.5% |
| Participation rate | 88.0% | 84.3%+3.7pp | 87.6%+0.4pp | 69.5%+18.5pp |
| Annual return | 20.75% | 25.46%-4.7pp | 115.59%-94.8pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,215 | $3,907-68.9% | $5,614-78.3% | $2,440-50.2% |
| Participant deferral / active EE | $3,226 | $5,481-41.1% | $7,298-55.8% | $3,607-10.6% |
| Admin fee / account holder | $698 | $7,972-91.2% | $10,843-93.6% | $5,124-86.4% |