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 | $32,936 | $77,813-57.7% | $123,544-73.3% | $64,186-48.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -1.15% | 12.48%-13.6pp | 119.20%-120.3pp | 7.63%-8.8pp |
| Employer contribution / active EE | $4,885 | $3,014+62.1% | $4,628+5.6% | $2,381+105.2% |
| Participant deferral / active EE | $4,953 | $5,240-5.5% | $6,426-22.9% | $3,470+42.8% |
| Admin fee / account holder | $2,785 | $5,519-49.5% | $9,284-70.0% | $4,888-43.0% |