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 | $190,996 | $60,124+217.7% | $90,404+111.3% | $79,858+139.2% |
| Participation rate | 95.9% | 65.0%+30.9pp | 72.7%+23.2pp | 69.6%+26.3pp |
| Annual return | 19.22% | 71.94%-52.7pp | 1293.02%-1273.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $6,977 | $2,068+237.4% | $3,262+113.9% | $2,471+182.4% |
| Participant deferral / active EE | $10,376 | $2,938+253.2% | $3,963+161.8% | $3,740+177.4% |
| Admin fee / account holder | $3,079 | $3,976-22.6% | $5,611-45.1% | $5,306-42.0% |