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 | $79,529 | $197,263-59.7% | $76,817+3.5% | - |
| Participation rate | 96.0% | 67.9%+28.1pp | 72.1%+23.9pp | - |
| Annual return | 22.13% | 16.18%+6.0pp | 1166.11%-1144.0pp | - |
| Employer contribution / active EE | $4,510 | $1,949+131.4% | $2,302+95.9% | - |
| Participant deferral / active EE | $6,072 | $3,315+83.2% | $3,336+82.0% | - |
| Admin fee / account holder | $3,568 | $14,091-74.7% | $6,420-44.4% | - |