Filed October 1, 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 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 | $81,177 | $52,836+53.6% | $105,738-23.2% | $64,186+26.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | 7.92% | 14.30%-6.4pp | 6.27%+1.7pp | 7.63%+0.3pp |
| Employer contribution / active EE | $4,646 | $1,827+154.3% | $3,268+42.2% | $2,381+95.1% |
| Participant deferral / active EE | $4,885 | $2,545+91.9% | $4,080+19.7% | $3,470+40.8% |
| Admin fee / account holder | $2,551 | $3,959-35.6% | $6,913-63.1% | $4,888-47.8% |