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 | $88,672+12.4% | $105,223-5.3% | $82,448+20.9% |
| Participation rate | 87.0% | 67.9%+19.0pp | 75.0%+11.9pp | 68.1%+18.9pp |
| Annual return | 18.27% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $3,576 | $3,048+17.3% | $3,689-3.0% | $2,551+40.2% |
| Participant deferral / active EE | $9,551 | $4,036+136.6% | $5,072+88.3% | $4,139+130.7% |
| Admin fee / account holder | $6,091 | $7,146-14.8% | $8,859-31.2% | $7,234-15.8% |