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 | $120,542 | $81,900+47.2% | $119,609+0.8% | $68,494+76.0% |
| Participation rate | 88.4% | 71.9%+16.5pp | 79.3%+9.1pp | 67.9%+20.5pp |
| Annual return | -8.73% | -23.82%+15.1pp | -14.97%+6.2pp | -7.84%-0.9pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,022 | $4,148+93.4% | $5,602+43.2% | $4,027+99.2% |
| Admin fee / account holder | $13,014 | $6,582+97.7% | $10,323+26.1% | $5,403+140.9% |