Filed June 8, 2009 (most recent of 3 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 | $80,485 | $85,202-5.5% | $172,739-53.4% | $72,985+10.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.26% | 27.32%-3.1pp | 802.84%-778.6pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,050 | $3,324-38.3% | $5,143-60.1% | $2,440-16.0% |
| Participant deferral / active EE | $4,005 | $3,260+22.8% | $5,198-23.0% | $3,607+11.0% |
| Admin fee / account holder | $707 | $5,884-88.0% | $13,954-94.9% | $5,124-86.2% |