Filed June 8, 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 | $82,777 | $76,000+8.9% | $154,107-46.3% | $64,186+29.0% |
| Participation rate | 96.6% | 70.4%+26.2pp | 83.0%+13.6pp | 69.6%+27.1pp |
| Annual return | 9.62% | 30.32%-20.7pp | 735.12%-725.5pp | 7.63%+2.0pp |
| Employer contribution / active EE | $4,676 | $3,351+39.6% | $5,298-11.7% | $2,381+96.4% |
| Participant deferral / active EE | $4,142 | $3,175+30.4% | $5,081-18.5% | $3,470+19.4% |
| Admin fee / account holder | $2,637 | $5,596-52.9% | $13,411-80.3% | $4,888-46.1% |