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 | $162,192 | $54,762+196.2% | $90,281+79.7% | $72,985+122.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 46.36% | 30.63%+15.7pp | 78.10%-31.7pp | 81.00%-34.6pp |
| Employer contribution / active EE | $8,476 | $2,092+305.1% | $2,854+196.9% | $2,440+247.4% |
| Participant deferral / active EE | $7,746 | $2,887+168.3% | $3,885+99.4% | $3,607+114.7% |
| Admin fee / account holder | $24,084 | $3,972+506.3% | $5,351+350.1% | $5,124+370.0% |