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 | $75,227 | $48,274+55.8% | $63,517+18.4% | $59,632+26.2% |
| Participation rate | 93.4% | 66.3%+27.1pp | 71.0%+22.4pp | 68.7%+24.8pp |
| Annual return | 155.23% | -240.79%+396.0pp | -70.30%+225.5pp | 2041.28%-1886.1pp |
| Employer contribution / active EE | $3,915 | $1,586+146.8% | $2,322+68.6% | $2,203+77.7% |
| Participant deferral / active EE | $3,696 | $2,343+57.8% | $2,953+25.2% | $3,192+15.8% |
| Admin fee / account holder | $4,379 | $3,600+21.7% | $5,892-25.7% | $4,297+1.9% |