Filed July 8, 2009 (most recent of 3 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 3-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 | $58,627 | $70,667-17.0% | $123,104-52.4% | $52,331+12.0% |
| Participation rate | 82.0% | 83.7%-1.7pp | 86.8%-4.8pp | 68.1%+13.9pp |
| Annual return | 1.10% | 6.23%-5.1pp | 13.22%-12.1pp | 4.54%-3.4pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,623 | $4,493-19.4% | $6,230-41.8% | $3,022+19.9% |
| Admin fee / account holder | $2,132 | $506+321.0% | $9,015-76.3% | $592+260.4% |