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 5-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 | $207,825 | $85,022+144.4% | $70,515+194.7% | $139,434+49.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 17.49% | 30.38%-12.9pp | 32.77%-15.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $22,307 | $3,909+470.7% | $2,973+650.2% | $4,751+369.5% |
| Participant deferral / active EE | $8,720 | $5,890+48.0% | $4,567+91.0% | $6,710+30.0% |
| Admin fee / account holder | $3,998 | $8,906-55.1% | $6,412-37.6% | $11,403-64.9% |