Filed January 13, 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 | $156,847 | $69,977+124.1% | $108,579+44.5% | $62,891+149.4% |
| Participation rate | 94.4% | 72.9%+21.5pp | 79.6%+14.9pp | 69.3%+25.1pp |
| Annual return | 16.56% | 10.73%+5.8pp | -51.70%+68.3pp | 20.14%-3.6pp |
| Employer contribution / active EE | $4,969 | $2,135+132.8% | $3,758+32.2% | $2,281+117.9% |
| Participant deferral / active EE | $7,950 | $3,165+151.2% | $4,311+84.4% | $3,203+148.2% |
| Admin fee / account holder | $4,117 | $5,076-18.9% | $7,645-46.1% | $4,296-4.1% |