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 | $126,609 | $81,248+55.8% | $155,509-18.6% | $80,856+56.6% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 11.08% | 33.31%-22.2pp | 64.67%-53.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $4,616 | $3,100+48.9% | $4,672-1.2% | $2,755+67.5% |
| Participant deferral / active EE | $4,618 | $3,452+33.8% | $5,626-17.9% | $4,296+7.5% |
| Admin fee / account holder | $6,376 | $7,997-20.3% | $15,912-59.9% | $6,918-7.8% |