Filed August 14, 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 | $242,591 | $107,791+125.1% | $90,645+167.6% | $135,375+79.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.63% | -0.90%-5.7pp | 1.88%-8.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $12,292 | $3,018+307.3% | $2,532+385.5% | $4,779+157.2% |
| Participant deferral / active EE | $5,561 | $3,872+43.6% | $3,425+62.4% | $5,609-0.9% |
| Admin fee / account holder | $33,353 | $5,930+462.5% | $4,994+567.9% | $10,827+208.1% |