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 | $59,856 | $110,094-45.6% | $151,611-60.5% | $68,494-12.6% |
| Participation rate | 94.4% | 84.0%+10.5pp | 87.5%+6.9pp | 67.9%+26.6pp |
| Annual return | -17.74% | -10.12%-7.6pp | 3.33%-21.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,536 | $4,471-65.6% | $6,166-75.1% | $2,596-40.8% |
| Participant deferral / active EE | $4,399 | $6,527-32.6% | $8,363-47.4% | $4,027+9.2% |
| Admin fee / account holder | $1,301 | $7,719-83.2% | $11,616-88.8% | $5,403-75.9% |