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 | $68,458 | $148,978-54.0% | $200,582-65.9% | $84,808-19.3% |
| Participation rate | 98.0% | 84.2%+13.8pp | 86.9%+11.2pp | 68.3%+29.7pp |
| Annual return | 16.43% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,697 | $4,815-23.2% | $6,419-42.4% | $2,631+40.5% |
| Participant deferral / active EE | $4,729 | $7,142-33.8% | $9,331-49.3% | $4,212+12.3% |
| Admin fee / account holder | $6,678 | $13,977-52.2% | $16,305-59.0% | $7,344-9.1% |