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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,646 | $282,106-71.4% | $172,739-53.3% | - |
| Participation rate | 98.0% | 64.8%+33.1pp | 82.6%+15.3pp | - |
| Annual return | 4.98% | 12.00%-7.0pp | 802.84%-797.9pp | - |
| Employer contribution / active EE | $4,085 | $1,776+130.0% | $5,143-20.6% | - |
| Participant deferral / active EE | $4,013 | $2,424+65.6% | $5,198-22.8% | - |
| Admin fee / account holder | $2,457 | $24,081-89.8% | $13,954-82.4% | - |