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 | $107,359 | $61,605+74.3% | $112,229-4.3% | $75,163+42.8% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 17.46% | 28.47%-11.0pp | 30.20%-12.7pp | 160.62%-143.2pp |
| Employer contribution / active EE | $5,332 | $2,015+164.6% | $3,430+55.4% | $2,670+99.7% |
| Participant deferral / active EE | $6,489 | $3,108+108.8% | $4,798+35.3% | $4,125+57.3% |
| Admin fee / account holder | $4,085 | $4,862-16.0% | $7,748-47.3% | $5,651-27.7% |