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 | $145,991 | $53,127+174.8% | $86,590+68.6% | $70,131+108.2% |
| Participation rate | 93.5% | 65.3%+28.2pp | 73.5%+19.9pp | 69.5%+23.9pp |
| Annual return | 19.14% | 27.66%-8.5pp | 964.84%-945.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $8,030 | $2,068+288.2% | $2,839+182.8% | $2,342+242.8% |
| Participant deferral / active EE | $7,751 | $2,696+187.5% | $3,609+114.8% | $3,332+132.7% |
| Admin fee / account holder | $2,725 | $3,585-24.0% | $4,906-44.4% | $4,645-41.3% |