Filed June 8, 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 | $196,918 | $102,966+91.2% | $90,281+118.1% | $152,861+28.8% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 23.13% | 95.16%-72.0pp | 78.10%-55.0pp | 345.32%-322.2pp |
| Employer contribution / active EE | $9,776 | $3,139+211.5% | $2,854+242.5% | $4,762+105.3% |
| Participant deferral / active EE | $8,808 | $4,281+105.7% | $3,885+126.7% | $5,850+50.6% |
| Admin fee / account holder | $6,012 | $6,171-2.6% | $5,351+12.4% | $11,596-48.2% |