Filed December 9, 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 | $194,484 | $49,280+294.7% | $67,313+188.9% | $64,186+203.0% |
| Participation rate | 98.3% | 60.8%+37.5pp | 69.1%+29.2pp | 69.6%+28.7pp |
| Annual return | -2.96% | -1.39%-1.6pp | -4.08%+1.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $7,912 | $1,668+374.2% | $2,566+208.4% | $2,381+232.3% |
| Participant deferral / active EE | $12,333 | $2,484+396.5% | $3,568+245.6% | $3,470+255.5% |
| Admin fee / account holder | $10,533 | $3,863+172.7% | $4,507+133.7% | $4,888+115.5% |