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 | $230,952 | $58,208+296.8% | $81,812+182.3% | $80,856+185.6% |
| Participation rate | 96.5% | 63.4%+33.1pp | 72.3%+24.1pp | 67.6%+28.9pp |
| Annual return | 13.21% | 41.66%-28.5pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $10,082 | $2,340+330.9% | $2,912+246.2% | $2,755+266.0% |
| Participant deferral / active EE | $9,431 | $3,281+187.4% | $4,319+118.4% | $4,296+119.5% |
| Admin fee / account holder | $40,952 | $4,981+722.1% | $7,386+454.5% | $6,918+492.0% |