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 | $236,057 | $96,635+144.3% | $86,612+172.5% | $139,434+69.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.50% | 106.41%-88.9pp | 591.07%-573.6pp | 372.94%-355.4pp |
| Employer contribution / active EE | $12,361 | $3,263+278.8% | $3,022+309.0% | $4,751+160.2% |
| Participant deferral / active EE | $9,733 | $4,836+101.3% | $4,438+119.3% | $6,710+45.1% |
| Admin fee / account holder | $3,014 | $6,408-53.0% | $5,614-46.3% | $11,403-73.6% |