Filed March 23, 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 | $80,924 | $48,076+68.3% | $78,689+2.8% | $62,891+28.7% |
| Participation rate | 73.1% | 65.2%+7.9pp | 73.6%-0.5pp | 69.3%+3.8pp |
| Annual return | 8.05% | 31.35%-23.3pp | 62.18%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,456 | $2,588+33.5% | $3,517-1.7% | $3,203+7.9% |
| Admin fee / account holder | $570 | $3,207-82.2% | $4,510-87.4% | $4,296-86.7% |