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 | $167,273 | $54,762+205.5% | $90,281+85.3% | $72,985+129.2% |
| Participation rate | 97.7% | 65.1%+32.6pp | 73.3%+24.5pp | 69.5%+28.2pp |
| Annual return | 21.49% | 30.63%-9.1pp | 78.10%-56.6pp | 81.00%-59.5pp |
| Employer contribution / active EE | $7,741 | $2,092+269.9% | $2,854+171.2% | $2,440+217.3% |
| Participant deferral / active EE | $11,316 | $2,887+292.0% | $3,885+191.2% | $3,607+213.7% |
| Admin fee / account holder | $53,317 | $3,972+1242.3% | $5,351+896.4% | $5,124+940.5% |