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 | $164,810 | $197,591-16.6% | $177,821-7.3% | $158,922+3.7% |
| Participation rate | 89.5% | 88.5%+0.9pp | 87.7%+1.8pp | 82.0%+7.5pp |
| Annual return | 8.45% | 58.76%-50.3pp | 48.32%-39.9pp | 302.83%-294.4pp |
| Employer contribution / active EE | $6,687 | $6,697-0.2% | $5,918+13.0% | $4,761+40.5% |
| Participant deferral / active EE | $10,622 | $8,405+26.4% | $7,714+37.7% | $5,982+77.6% |
| Admin fee / account holder | $1,953 | $15,399-87.3% | $12,427-84.3% | $11,246-82.6% |