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 | $161,284 | $102,605+57.2% | $145,661+10.7% | $84,808+90.2% |
| Participation rate | 81.0% | 74.3%+6.7pp | 77.2%+3.7pp | 68.3%+12.6pp |
| Annual return | 15.31% | 26.50%-11.2pp | 101.46%-86.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,351 | $3,325+30.9% | $4,238+2.7% | $2,631+65.4% |
| Participant deferral / active EE | $9,072 | $5,750+57.8% | $7,198+26.0% | $4,212+115.4% |
| Admin fee / account holder | $15,327 | $8,758+75.0% | $12,466+22.9% | $7,344+108.7% |