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 | $111,354 | $63,346+75.8% | $92,233+20.7% | $70,131+58.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.36% | 530.12%-512.8pp | 176.28%-158.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $12,501 | $2,471+405.9% | $3,679+239.8% | $2,342+433.7% |
| Participant deferral / active EE | $6,298 | $2,854+120.7% | $3,897+61.6% | $3,332+89.0% |
| Admin fee / account holder | $9,858 | $3,840+156.7% | $5,194+89.8% | $4,645+112.2% |