Filed May 1, 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 | $213,807 | $183,963+16.2% | $162,163+31.8% | $152,861+39.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.51% | 150.76%-132.3pp | 115.59%-97.1pp | 345.32%-326.8pp |
| Employer contribution / active EE | $14,646 | $6,371+129.9% | $5,614+160.9% | $4,762+207.5% |
| Participant deferral / active EE | $15,358 | $8,034+91.2% | $7,298+110.4% | $5,850+162.5% |
| Admin fee / account holder | $68,965 | $13,121+425.6% | $10,843+536.1% | $11,596+494.7% |