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 | $156,883 | $167,484-6.3% | $151,611+3.5% | $134,475+16.7% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -15.08% | 7.80%-22.9pp | 3.33%-18.4pp | 417.96%-433.0pp |
| Employer contribution / active EE | $5,946 | $6,829-12.9% | $6,166-3.6% | $4,740+25.5% |
| Participant deferral / active EE | $9,272 | $8,986+3.2% | $8,363+10.9% | $6,400+44.9% |
| Admin fee / account holder | $3,311 | $13,783-76.0% | $11,616-71.5% | $11,426-71.0% |