Filed September 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 | $47,760 | $100,852-52.6% | $90,404-47.2% | $158,922-69.9% |
| Participation rate | 95.8% | 75.0%+20.8pp | 72.7%+23.2pp | 82.0%+13.9pp |
| Annual return | 17.46% | 1724.20%-1706.7pp | 1293.02%-1275.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $638 | $3,689-82.7% | $3,262-80.5% | $4,761-86.6% |
| Participant deferral / active EE | $4,383 | $4,348+0.8% | $3,963+10.6% | $5,982-26.7% |
| Admin fee / account holder | $2,680 | $6,501-58.8% | $5,611-52.2% | $11,246-76.2% |