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 | $94,569 | $56,897+66.2% | $84,750+11.6% | $62,891+50.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 13.27% | 6.30%+7.0pp | 22.78%-9.5pp | 20.14%-6.9pp |
| Employer contribution / active EE | $12,570 | $2,400+423.8% | $3,574+251.7% | $2,281+451.1% |
| Participant deferral / active EE | $6,511 | $2,709+140.3% | $3,712+75.4% | $3,203+103.3% |
| Admin fee / account holder | $1,206 | $3,581-66.3% | $5,332-77.4% | $4,296-71.9% |