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 | $225,813 | $58,208+287.9% | $81,812+176.0% | $80,856+179.3% |
| Participation rate | 95.8% | 63.4%+32.4pp | 72.3%+23.5pp | 67.6%+28.2pp |
| Annual return | 18.32% | 41.66%-23.3pp | 773.79%-755.5pp | 35.59%-17.3pp |
| Employer contribution / active EE | $7,872 | $2,340+236.4% | $2,912+170.3% | $2,755+185.8% |
| Participant deferral / active EE | $12,604 | $3,281+284.2% | $4,319+191.9% | $4,296+193.4% |
| Admin fee / account holder | $8,313 | $4,981+66.9% | $7,386+12.6% | $6,918+20.2% |