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 | $70,293 | $74,927-6.2% | $101,794-30.9% | $84,808-17.1% |
| Participation rate | 78.3% | 61.4%+16.9pp | 69.2%+9.1pp | 68.3%+9.9pp |
| Annual return | 13.60% | 18.70%-5.1pp | 30.53%-16.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,798 | $1,522+18.1% | $2,289-21.5% | $2,631-31.7% |
| Participant deferral / active EE | $1,456 | $3,099-53.0% | $4,084-64.3% | $4,212-65.4% |
| Admin fee / account holder | $5,468 | $6,514-16.0% | $8,777-37.7% | $7,344-25.5% |