Filed May 5, 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 | $173,237 | $92,222+87.8% | $76,768+125.7% | $135,375+28.0% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | 6.91% | 5.46%+1.5pp | 2.43%+4.5pp | 519.73%-512.8pp |
| Employer contribution / active EE | $1,295 | $3,216-59.7% | $2,485-47.9% | $4,779-72.9% |
| Participant deferral / active EE | $54,288 | $4,509+1104.1% | $3,852+1309.5% | $5,609+867.9% |
| Admin fee / account holder | $72,303 | $10,748+572.7% | $6,675+983.2% | $10,827+567.8% |