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 | $160,035 | $197,591-19.0% | $177,821-10.0% | $158,922+0.7% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 9.37% | 58.76%-49.4pp | 48.32%-39.0pp | 302.83%-293.5pp |
| Employer contribution / active EE | $20,667 | $6,697+208.6% | $5,918+249.2% | $4,761+334.1% |
| Participant deferral / active EE | $12,297 | $8,405+46.3% | $7,714+59.4% | $5,982+105.6% |
| Admin fee / account holder | $125,052 | $15,399+712.1% | $12,427+906.3% | $11,246+1012.0% |