Filed July 24, 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 8-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 | $123,114 | $110,261+11.7% | $95,745+28.6% | $139,434-11.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.36% | 27.11%-12.8pp | 28.35%-14.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,995 | $3,257-8.1% | $2,835+5.6% | $4,751-37.0% |
| Participant deferral / active EE | $12,750 | $4,676+172.7% | $4,245+200.4% | $6,710+90.0% |
| Admin fee / account holder | $514 | $6,613-92.2% | $5,678-90.9% | $11,403-95.5% |