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 | $142,070 | $183,963-22.8% | $162,163-12.4% | $152,861-7.1% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.6%+6.9pp | 82.4%+12.0pp |
| Annual return | 17.89% | 150.76%-132.9pp | 115.59%-97.7pp | 345.32%-327.4pp |
| Employer contribution / active EE | $7,612 | $6,371+19.5% | $5,614+35.6% | $4,762+59.8% |
| Participant deferral / active EE | $11,302 | $8,034+40.7% | $7,298+54.9% | $5,850+93.2% |
| Admin fee / account holder | $113,012 | $13,121+761.3% | $10,843+942.3% | $11,596+874.5% |