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 | $75,597 | $48,076+57.2% | $78,689-3.9% | $62,891+20.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 12.92% | 31.35%-18.4pp | 62.18%-49.3pp | 20.14%-7.2pp |
| Employer contribution / active EE | $5,315 | $2,015+163.8% | $2,851+86.5% | $2,281+133.0% |
| Participant deferral / active EE | $4,932 | $2,588+90.6% | $3,517+40.2% | $3,203+54.0% |
| Admin fee / account holder | $4,261 | $3,207+32.9% | $4,510-5.5% | $4,296-0.8% |