Filed January 15, 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 | $65,281 | $67,331-3.0% | $60,874+7.2% | $134,475-51.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -14.47% | 49.93%-64.4pp | 16.90%-31.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $6,210 | $3,096+100.6% | $2,701+129.9% | $4,740+31.0% |
| Participant deferral / active EE | $13,042 | $4,538+187.4% | $3,817+241.7% | $6,400+103.8% |
| Admin fee / account holder | $14,667 | $4,582+220.1% | $3,224+354.9% | $11,426+28.4% |