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 | $99,694 | $89,753+11.1% | $107,525-7.3% | $84,808+17.6% |
| Participation rate | 87.0% | 68.1%+18.9pp | 75.1%+11.9pp | 68.3%+18.6pp |
| Annual return | 18.27% | 29.48%-11.2pp | 181.32%-163.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,576 | $3,113+14.9% | $3,754-4.7% | $2,631+35.9% |
| Participant deferral / active EE | $9,551 | $4,056+135.5% | $5,116+86.7% | $4,212+126.8% |
| Admin fee / account holder | $6,091 | $7,222-15.7% | $8,919-31.7% | $7,344-17.1% |