Filed November 6, 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 | $113,119 | $87,841+28.8% | $133,980-15.6% | $62,891+79.9% |
| Participation rate | 90.8% | 83.4%+7.4pp | 87.1%+3.7pp | 69.3%+21.5pp |
| Annual return | 8.61% | 12.05%-3.4pp | 29.30%-20.7pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,559 | $3,483-26.5% | $5,211-50.9% | $2,281+12.2% |
| Participant deferral / active EE | $3,704 | $4,812-23.0% | $6,282-41.0% | $3,203+15.6% |
| Admin fee / account holder | $3,705 | $5,371-31.0% | $9,324-60.3% | $4,296-13.8% |