Filed September 4, 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 6-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 | $62,893 | $52,681+19.4% | $75,781-17.0% | $59,632+5.5% |
| Participation rate | 96.7% | 67.2%+29.4pp | 75.8%+20.8pp | 68.7%+28.0pp |
| Annual return | 0.06% | 2.95%-2.9pp | 9.68%-9.6pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,100 | $2,193-49.8% | $3,323-66.9% | $2,203-50.0% |
| Participant deferral / active EE | $3,560 | $2,591+37.4% | $3,651-2.5% | $3,192+11.5% |
| Admin fee / account holder | $9,417 | $3,610+160.9% | $5,299+77.7% | $4,297+119.2% |