Filed September 2, 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 | $235,620 | $142,344+65.5% | $119,609+97.0% | $134,475+75.2% |
| Participation rate | 82.6% | 82.8%-0.2pp | 79.3%+3.3pp | 81.2%+1.4pp |
| Annual return | -11.07% | -12.44%+1.4pp | -14.97%+3.9pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,188 | $5,222-77.3% | $4,232-71.9% | $4,740-74.9% |
| Participant deferral / active EE | $11,332 | $6,469+75.2% | $5,602+102.3% | $6,400+77.1% |
| Admin fee / account holder | $1,847 | $13,584-86.4% | $10,323-82.1% | $11,426-83.8% |