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 | $52,096 | $71,050-26.7% | $93,606-44.3% | $80,856-35.6% |
| Participation rate | 83.3% | 60.4%+22.9pp | 68.7%+14.6pp | 67.6%+15.7pp |
| Annual return | 17.36% | 11.26%+6.1pp | 133.20%-115.8pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,544 | $1,564-1.3% | $2,420-36.2% | $2,755-44.0% |
| Participant deferral / active EE | $1,410 | $4,034-65.0% | $4,411-68.0% | $4,296-67.2% |
| Admin fee / account holder | $2,711 | $6,945-61.0% | $8,285-67.3% | $6,918-60.8% |