Filed March 6, 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 | $123,174 | $48,076+156.2% | $78,689+56.5% | $62,891+95.9% |
| Participation rate | 98.0% | 65.2%+32.8pp | 73.6%+24.4pp | 69.3%+28.7pp |
| Annual return | 11.09% | 31.35%-20.3pp | 62.18%-51.1pp | 20.14%-9.1pp |
| Employer contribution / active EE | $6,870 | $2,015+241.0% | $2,851+141.0% | $2,281+201.2% |
| Participant deferral / active EE | $5,951 | $2,588+129.9% | $3,517+69.2% | $3,203+85.8% |
| Admin fee / account holder | $5,112 | $3,207+59.4% | $4,510+13.3% | $4,296+19.0% |