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 | $151,973 | $91,552+66.0% | $133,956+13.5% | $79,858+90.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.16% | 61.85%-44.7pp | 45.09%-27.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $4,848 | $2,384+103.4% | $3,919+23.7% | $2,471+96.2% |
| Participant deferral / active EE | $9,344 | $3,733+150.3% | $5,048+85.1% | $3,740+149.8% |
| Admin fee / account holder | $24,911 | $6,321+294.1% | $8,927+179.0% | $5,306+369.5% |