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 | $109,966 | $100,041+9.9% | $149,718-26.6% | $70,131+56.8% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.1%+9.2pp | 69.5%+26.8pp |
| Annual return | 19.15% | 27.43%-8.3pp | 1501.63%-1482.5pp | 73.14%-54.0pp |
| Employer contribution / active EE | $4,191 | $3,662+14.5% | $5,445-23.0% | $2,342+78.9% |
| Participant deferral / active EE | $5,492 | $4,983+10.2% | $6,569-16.4% | $3,332+64.9% |
| Admin fee / account holder | $6,667 | $8,286-19.5% | $11,283-40.9% | $4,645+43.5% |