Filed March 3, 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 | $107,450 | $77,899+37.9% | $149,673-28.2% | $75,163+43.0% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.4pp |
| Annual return | 15.07% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $4,318 | $3,137+37.6% | $4,818-10.4% | $2,670+61.7% |
| Participant deferral / active EE | $4,009 | $3,411+17.5% | $5,680-29.4% | $4,125-2.8% |
| Admin fee / account holder | $2,344 | $5,956-60.7% | $13,210-82.3% | $5,651-58.5% |