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 | $74,367 | $102,317-27.3% | $146,958-49.4% | $80,856-8.0% |
| Participation rate | 98.6% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 12.21% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $6,436 | $3,713+73.3% | $4,933+30.5% | $2,755+133.6% |
| Participant deferral / active EE | $6,700 | $6,644+0.9% | $8,070-17.0% | $4,296+56.0% |
| Admin fee / account holder | $9,979 | $7,941+25.7% | $12,998-23.2% | $6,918+44.2% |