Filed June 30, 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 | $68,427 | $88,707-22.9% | $74,183-7.8% | $273,961-75.0% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 10.63% | 11.94%-1.3pp | 17.74%-7.1pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,988 | $3,159-37.1% | $2,370-16.1% | $4,869-59.2% |
| Participant deferral / active EE | $2,930 | $4,212-30.4% | $3,550-17.5% | $5,287-44.6% |
| Admin fee / account holder | $1,606 | $8,717-81.6% | $5,586-71.2% | $10,132-84.1% |