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 | $96,300 | $94,529+1.9% | $140,016-31.2% | $64,186+50.0% |
| Participation rate | 98.3% | 84.1%+14.2pp | 87.5%+10.8pp | 69.6%+28.7pp |
| Annual return | -5.02% | 7.77%-12.8pp | 651.12%-656.1pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,016 | $3,812-20.9% | $5,606-46.2% | $2,381+26.7% |
| Participant deferral / active EE | $3,828 | $5,250-27.1% | $6,927-44.7% | $3,470+10.3% |
| Admin fee / account holder | $16,479 | $6,741+144.5% | $10,705+53.9% | $4,888+237.1% |