Filed February 20, 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 | $46,576 | $110,094-57.7% | $151,611-69.3% | $68,494-32.0% |
| Participation rate | 82.7% | 84.0%-1.2pp | 87.5%-4.8pp | 67.9%+14.8pp |
| Annual return | -14.71% | -10.12%-4.6pp | 3.33%-18.0pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,857 | $4,471-58.5% | $6,166-69.9% | $2,596-28.5% |
| Participant deferral / active EE | $3,426 | $6,527-47.5% | $8,363-59.0% | $4,027-14.9% |
| Admin fee / account holder | $5,168 | $7,719-33.0% | $11,616-55.5% | $5,403-4.3% |