Filed December 10, 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 | $180,191 | $171,865+4.8% | $149,718+20.4% | $147,584+22.1% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 13.29% | 2113.22%-2099.9pp | 1501.63%-1488.3pp | 578.55%-565.3pp |
| Employer contribution / active EE | $6,217 | $6,275-0.9% | $5,445+14.2% | $4,876+27.5% |
| Participant deferral / active EE | $9,618 | $7,271+32.3% | $6,569+46.4% | $5,439+76.9% |
| Admin fee / account holder | $13,002 | $13,799-5.8% | $11,283+15.2% | $10,885+19.4% |