Filed August 31, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $27,430 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,107 | $90,745+0.4% | $130,231-30.0% | $75,163+21.2% |
| Participation rate | 95.0% | 71.1%+23.9pp | 76.3%+18.7pp | 67.2%+27.8pp |
| Annual return | 19.44% | 34.45%-15.0pp | 38.77%-19.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,382 | $3,314-58.3% | $4,126-66.5% | $2,670-48.2% |
| Participant deferral / active EE | $4,666 | $5,362-13.0% | $6,799-31.4% | $4,125+13.1% |
| Admin fee / account holder | $362 | $6,331-94.3% | $6,020-94.0% | $5,651-93.6% |