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 64 · EIN 04-2647786 | Recordkeeping Fees | $22,556 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,661 | $102,605-1.9% | $145,661-30.9% | $84,808+18.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 11.71% | 26.50%-14.8pp | 101.46%-89.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,857 | $3,325-44.1% | $4,238-56.2% | $2,631-29.4% |
| Participant deferral / active EE | $4,846 | $5,750-15.7% | $7,198-32.7% | $4,212+15.1% |
| Admin fee / account holder | $525 | $8,758-94.0% | $12,466-95.8% | $7,344-92.8% |