Filed June 8, 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 | $43,508 | $58,512-25.6% | $84,015-48.2% | $72,985-40.4% |
| Participation rate | 76.4% | 61.2%+15.1pp | 69.0%+7.4pp | 69.5%+6.9pp |
| Annual return | 20.77% | 28.93%-8.2pp | 71.31%-50.5pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,233 | $1,163+6.0% | $1,983-37.8% | $2,440-49.5% |
| Participant deferral / active EE | $1,069 | $2,394-55.3% | $3,239-67.0% | $3,607-70.4% |
| Admin fee / account holder | $3,333 | $4,569-27.1% | $6,101-45.4% | $5,124-35.0% |