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 | $71,572 | $56,897+25.8% | $84,750-15.5% | $62,891+13.8% |
| Participation rate | 96.6% | 68.5%+28.0pp | 76.6%+20.0pp | 69.3%+27.2pp |
| Annual return | 5.63% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,194 | $2,400-50.2% | $3,574-66.6% | $2,281-47.6% |
| Participant deferral / active EE | $4,353 | $2,709+60.7% | $3,712+17.3% | $3,203+35.9% |
| Admin fee / account holder | $797 | $3,581-77.8% | $5,332-85.1% | $4,296-81.5% |