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 | $135,994 | $95,803+42.0% | $113,168+20.2% | $84,808+60.4% |
| Participation rate | 93.7% | 72.9%+20.8pp | 76.6%+17.1pp | 68.3%+25.3pp |
| Annual return | 21.87% | 25.00%-3.1pp | 24.27%-2.4pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,554 | $2,360-34.1% | $2,975-47.8% | $2,631-40.9% |
| Participant deferral / active EE | $6,477 | $4,242+52.7% | $5,107+26.8% | $4,212+53.8% |
| Admin fee / account holder | $2,134 | $8,989-76.3% | $12,068-82.3% | $7,344-70.9% |