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 | $119,178 | $109,359+9.0% | $162,163-26.5% | $72,985+63.3% |
| Participation rate | 94.5% | 84.3%+10.3pp | 87.6%+7.0pp | 69.5%+25.1pp |
| Annual return | 18.76% | 25.46%-6.7pp | 115.59%-96.8pp | 81.00%-62.2pp |
| Employer contribution / active EE | $3,063 | $3,907-21.6% | $5,614-45.4% | $2,440+25.6% |
| Participant deferral / active EE | $4,184 | $5,481-23.7% | $7,298-42.7% | $3,607+16.0% |
| Admin fee / account holder | $4,035 | $7,972-49.4% | $10,843-62.8% | $5,124-21.3% |