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 | $80,681 | $98,982-18.5% | $162,163-50.2% | $65,185+23.8% |
| Participation rate | 95.5% | 85.8%+9.8pp | 87.6%+8.0pp | 70.2%+25.3pp |
| Annual return | 33.64% | 24.84%+8.8pp | 115.59%-81.9pp | 29.38%+4.3pp |
| Employer contribution / active EE | $2,574 | $3,467-25.7% | $5,614-54.1% | $2,177+18.3% |
| Participant deferral / active EE | $4,109 | $5,384-23.7% | $7,298-43.7% | $3,514+16.9% |
| Admin fee / account holder | $3,490 | $596+485.2% | $10,843-67.8% | $847+312.0% |