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 | $166,392 | $48,265+244.7% | $68,791+141.9% | $68,494+142.9% |
| Participation rate | 97.1% | 60.7%+36.5pp | 69.0%+28.1pp | 67.9%+29.3pp |
| Annual return | -12.50% | -12.71%+0.2pp | -6.38%-6.1pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,286 | $1,829-29.7% | $2,655-51.6% | $2,596-50.5% |
| Participant deferral / active EE | $7,112 | $2,867+148.1% | $3,941+80.4% | $4,027+76.6% |
| Admin fee / account holder | $2,726 | $4,355-37.4% | $4,932-44.7% | $5,403-49.5% |