Filed August 20, 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 | $60,151 | $82,032-26.7% | $123,104-51.1% | $59,632+0.9% |
| Participation rate | 98.8% | 83.2%+15.5pp | 86.8%+12.0pp | 68.7%+30.1pp |
| Annual return | -0.32% | 5.12%-5.4pp | 13.22%-13.5pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,135 | $3,297-35.2% | $5,151-58.6% | $2,203-3.1% |
| Participant deferral / active EE | $3,248 | $4,667-30.4% | $6,230-47.9% | $3,192+1.8% |
| Admin fee / account holder | $1,570 | $5,881-73.3% | $9,015-82.6% | $4,297-63.5% |