Filed January 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 5-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 | $56,474 | $159,602-64.6% | $150,045-62.4% | $142,382-60.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.08% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $6,700 | $4,961+35.1% | $4,693+42.8% | $4,299+55.8% |
| Participant deferral / active EE | $12,386 | $8,310+49.0% | $7,997+54.9% | $6,507+90.3% |
| Admin fee / account holder | $43,134 | $14,846+190.5% | $13,435+221.1% | $12,624+241.7% |