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 | $231,227 | $57,281+303.7% | $86,612+167.0% | $75,163+207.6% |
| Participation rate | 90.6% | 63.2%+27.4pp | 71.7%+18.9pp | 67.2%+23.4pp |
| Annual return | 15.90% | 2670.75%-2654.9pp | 591.07%-575.2pp | 160.62%-144.7pp |
| Employer contribution / active EE | $9,919 | $2,314+328.6% | $3,022+228.2% | $2,670+271.5% |
| Participant deferral / active EE | $9,255 | $3,318+179.0% | $4,438+108.6% | $4,125+124.4% |
| Admin fee / account holder | $9,101 | $4,112+121.3% | $5,614+62.1% | $5,651+61.1% |