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 | $180,421 | $57,281+215.0% | $86,612+108.3% | $75,163+140.0% |
| Participation rate | 97.8% | 63.2%+34.6pp | 71.7%+26.1pp | 67.2%+30.6pp |
| Annual return | 24.11% | 2670.75%-2646.6pp | 591.07%-567.0pp | 160.62%-136.5pp |
| Employer contribution / active EE | $7,609 | $2,314+228.7% | $3,022+151.7% | $2,670+185.0% |
| Participant deferral / active EE | $11,941 | $3,318+259.9% | $4,438+169.1% | $4,125+189.5% |
| Admin fee / account holder | $1,333 | $4,112-67.6% | $5,614-76.3% | $5,651-76.4% |