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 | $75,681 | $80,717-6.2% | $154,803-51.1% | $84,808-10.8% |
| Participation rate | 98.3% | 66.8%+31.5pp | 78.1%+20.3pp | 68.3%+30.0pp |
| Annual return | 15.77% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,742 | $2,761-0.7% | $4,305-36.3% | $2,631+4.2% |
| Participant deferral / active EE | $6,917 | $3,303+109.4% | $5,540+24.8% | $4,212+64.2% |
| Admin fee / account holder | $4,073 | $6,746-39.6% | $14,329-71.6% | $7,344-44.5% |