Filed August 27, 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 | $118,117 | $146,267-19.2% | $197,124-40.1% | $82,448+43.3% |
| Participation rate | 96.9% | 84.0%+12.9pp | 86.7%+10.2pp | 68.1%+28.8pp |
| Annual return | 16.31% | 29.61%-13.3pp | 44.34%-28.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $5,816 | $4,723+23.1% | $6,227-6.6% | $2,551+128.0% |
| Participant deferral / active EE | $7,008 | $7,035-0.4% | $9,135-23.3% | $4,139+69.3% |
| Admin fee / account holder | $3,585 | $14,422-75.1% | $16,298-78.0% | $7,234-50.4% |