Filed October 7, 2009 (most recent of 3 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 9-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 | $46,331 | $110,094-57.9% | $151,611-69.4% | $68,494-32.4% |
| Participation rate | 98.0% | 84.0%+14.1pp | 87.5%+10.5pp | 67.9%+30.2pp |
| Annual return | -14.03% | -10.12%-3.9pp | 3.33%-17.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,892 | $4,471-35.3% | $6,166-53.1% | $2,596+11.4% |
| Participant deferral / active EE | $3,938 | $6,527-39.7% | $8,363-52.9% | $4,027-2.2% |
| Admin fee / account holder | $3,551 | $7,719-54.0% | $11,616-69.4% | $5,403-34.3% |