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 | $50,525 | $65,561-22.9% | $86,188-41.4% | $75,163-32.8% |
| Participation rate | 92.9% | 60.5%+32.4pp | 69.0%+23.9pp | 67.2%+25.7pp |
| Annual return | 16.66% | 46.05%-29.4pp | 1168.45%-1151.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,957 | $1,553+26.0% | $2,380-17.8% | $2,670-26.7% |
| Participant deferral / active EE | $1,464 | $3,024-51.6% | $3,985-63.3% | $4,125-64.5% |
| Admin fee / account holder | $4,705 | $5,474-14.1% | $6,852-31.3% | $5,651-16.7% |