Filed July 9, 2009 (most recent of 2 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 | $111,173 | $81,248+36.8% | $155,509-28.5% | $80,856+37.5% |
| Participation rate | 88.6% | 66.2%+22.4pp | 78.2%+10.5pp | 67.6%+21.0pp |
| Annual return | 12.30% | 33.31%-21.0pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $15,754 | $3,452+356.4% | $5,626+180.0% | $4,296+266.7% |
| Admin fee / account holder | $8,854 | $7,997+10.7% | $15,912-44.4% | $6,918+28.0% |