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 | $66,970 | $137,414-51.3% | $189,513-64.7% | $85,850-22.0% |
| Participation rate | 93.2% | 84.6%+8.6pp | 87.8%+5.4pp | 69.3%+23.9pp |
| Annual return | 13.14% | 38.14%-25.0pp | 555.15%-542.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,363 | $4,344-68.6% | $6,162-77.9% | $2,565-46.9% |
| Participant deferral / active EE | $4,806 | $6,260-23.2% | $8,221-41.5% | $3,952+21.6% |
| Admin fee / account holder | $6,721 | $8,630-22.1% | $12,045-44.2% | $6,260+7.4% |