Filed August 18, 2009 (most recent of 7 filings on file)
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 | $137,400 | $49,177+179.4% | $79,464+72.9% | $64,186+114.1% |
| Participation rate | 95.7% | 65.0%+30.7pp | 73.3%+22.4pp | 69.6%+26.2pp |
| Annual return | -5.62% | -1.16%-4.5pp | 718.14%-723.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $7,063 | $2,076+240.2% | $2,800+152.2% | $2,381+196.7% |
| Participant deferral / active EE | $11,167 | $2,821+295.8% | $3,704+201.5% | $3,470+221.8% |
| Admin fee / account holder | $17,898 | $3,839+366.2% | $5,113+250.1% | $4,888+266.2% |