Filed August 19, 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 | $233,362 | $88,672+163.2% | $105,223+121.8% | $82,448+183.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.39% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $11,595 | $3,048+280.4% | $3,689+214.4% | $2,551+354.5% |
| Participant deferral / active EE | $9,838 | $4,036+143.8% | $5,072+94.0% | $4,139+137.7% |
| Admin fee / account holder | $26,330 | $7,146+268.5% | $8,859+197.2% | $7,234+264.0% |