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 | $233,775 | $175,202+33.4% | $149,673+56.2% | $139,434+67.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.85% | 166.71%-141.9pp | 134.42%-109.6pp | 372.94%-348.1pp |
| Employer contribution / active EE | $2,696 | $5,474-50.7% | $4,818-44.0% | $4,751-43.2% |
| Participant deferral / active EE | $6,525 | $6,519+0.1% | $5,680+14.9% | $6,710-2.8% |
| Admin fee / account holder | $1,580 | $16,150-90.2% | $13,210-88.0% | $11,403-86.1% |