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 | $52,472 | $125,758-58.3% | $169,993-69.1% | $75,163-30.2% |
| Participation rate | 86.3% | 83.6%+2.7pp | 87.0%-0.7pp | 67.2%+19.1pp |
| Annual return | 14.00% | 27.20%-13.2pp | 53.37%-39.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,184 | $4,615-52.7% | $6,785-67.8% | $2,670-18.2% |
| Participant deferral / active EE | $3,933 | $6,837-42.5% | $10,408-62.2% | $4,125-4.7% |
| Admin fee / account holder | $4,058 | $8,173-50.4% | $12,815-68.3% | $5,651-28.2% |