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 | $72,703 | $123,793-41.3% | $177,821-59.1% | $79,858-9.0% |
| Participation rate | 89.0% | 84.7%+4.4pp | 87.7%+1.3pp | 69.6%+19.4pp |
| Annual return | 14.03% | 22.82%-8.8pp | 48.32%-34.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,382 | $4,095-66.2% | $5,918-76.6% | $2,471-44.1% |
| Participant deferral / active EE | $3,956 | $5,956-33.6% | $7,714-48.7% | $3,740+5.8% |
| Admin fee / account holder | $7,240 | $7,2430% | $12,427-41.7% | $5,306+36.4% |