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 | $243,491 | $217,402+12.0% | $185,823+31.0% | $167,490+45.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.38% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,455 | $5,873-58.2% | $5,167-52.5% | $4,837-49.3% |
| Participant deferral / active EE | $6,142 | $6,356-3.4% | $5,568+10.3% | $6,341-3.1% |
| Admin fee / account holder | $242,459 | $19,811+1123.9% | $16,237+1393.2% | $12,309+1869.8% |