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 | $95,524 | $65,041+46.9% | $90,951+5.0% | $79,858+19.6% |
| Participation rate | 86.0% | 61.6%+24.4pp | 69.0%+17.0pp | 69.6%+16.4pp |
| Annual return | 13.39% | 30.45%-17.1pp | 134.60%-121.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,466 | $1,247+97.7% | $2,122+16.2% | $2,471-0.2% |
| Participant deferral / active EE | $4,349 | $2,512+73.1% | $3,373+28.9% | $3,740+16.3% |
| Admin fee / account holder | $17,273 | $4,536+280.8% | $5,959+189.9% | $5,306+225.5% |