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 | $186,107 | $51,638+260.4% | $68,368+172.2% | $82,448+125.7% |
| Participation rate | 98.1% | 63.6%+34.5pp | 73.8%+24.3pp | 68.1%+30.0pp |
| Annual return | 18.48% | 37.53%-19.1pp | 292.57%-274.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $7,420 | $2,047+262.6% | $2,649+180.1% | $2,551+190.9% |
| Participant deferral / active EE | $7,444 | $2,914+155.5% | $4,123+80.6% | $4,139+79.8% |
| Admin fee / account holder | $22,562 | $4,643+385.9% | $5,150+338.1% | $7,234+211.9% |