Filed June 8, 2009
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $59,531 |
Service code 26 · EIN 30-0132728 | Advisory (Participants) | $6,179 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,506 | $138,347-11.5% | $184,203-33.5% | $80,856+51.5% |
| Participation rate | 97.8% | 83.9%+14.0pp | 86.8%+11.0pp | 67.6%+30.2pp |
| Annual return | 12.25% | 20.02%-7.8pp | 28.81%-16.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $8,595 | $4,850+77.2% | $6,427+33.7% | $2,755+212.0% |
| Participant deferral / active EE | $7,242 | $7,071+2.4% | $9,131-20.7% | $4,296+68.6% |
| Admin fee / account holder | $637 | $10,483-93.9% | $13,901-95.4% | $6,918-90.8% |