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 | $88,013 | $63,114+39.5% | $92,893-5.3% | $65,185+35.0% |
| Participation rate | 93.5% | 68.8%+24.7pp | 76.0%+17.5pp | 70.2%+23.3pp |
| Annual return | 18.20% | 28.75%-10.6pp | 109.41%-91.2pp | 29.38%-11.2pp |
| Employer contribution / active EE | $1,063 | $2,571-58.6% | $3,653-70.9% | $2,177-51.1% |
| Participant deferral / active EE | $3,802 | $3,108+22.3% | $4,236-10.2% | $3,514+8.2% |
| Admin fee / account holder | $1,979 | $624+217.3% | $5,794-65.8% | $847+133.6% |