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 | $68,419 | $148,978-54.1% | $200,582-65.9% | $84,808-19.3% |
| Participation rate | 80.6% | 84.2%-3.6pp | 86.9%-6.2pp | 68.3%+12.3pp |
| Annual return | 17.30% | 28.16%-10.9pp | 42.33%-25.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,271 | $4,815-52.8% | $6,419-64.6% | $2,631-13.7% |
| Participant deferral / active EE | $3,827 | $7,142-46.4% | $9,331-59.0% | $4,212-9.1% |
| Admin fee / account holder | $1,354 | $13,977-90.3% | $16,305-91.7% | $7,344-81.6% |