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 | $147,787 | $101,724+45.3% | $164,813-10.3% | $80,856+82.8% |
| Participation rate | 88.4% | 71.8%+16.5pp | 78.6%+9.8pp | 67.6%+20.7pp |
| Annual return | 12.22% | 16.72%-4.5pp | 69.93%-57.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $4,531 | $2,953+53.4% | $4,341+4.4% | $2,755+64.5% |
| Participant deferral / active EE | $7,808 | $4,477+74.4% | $6,031+29.5% | $4,296+81.8% |
| Admin fee / account holder | $2,685 | $8,227-67.4% | $12,690-78.8% | $6,918-61.2% |