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 | $247,370 | $54,705+352.2% | $71,209+247.4% | $84,808+191.7% |
| Participation rate | 98.2% | 64.1%+34.1pp | 73.8%+24.4pp | 68.3%+29.9pp |
| Annual return | 15.02% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $11,016 | $2,158+410.5% | $2,721+304.8% | $2,631+318.7% |
| Participant deferral / active EE | $9,538 | $3,030+214.7% | $4,175+128.4% | $4,212+126.5% |
| Admin fee / account holder | $16,060 | $4,863+230.2% | $5,349+200.3% | $7,344+118.7% |