Filed January 6, 2009 (most recent of 3 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 | $169,828 | $65,409+159.6% | $98,442+72.5% | $85,850+97.8% |
| Participation rate | 73.8% | 65.0%+8.8pp | 73.3%+0.5pp | 69.3%+4.5pp |
| Annual return | 25.12% | 21.76%+3.4pp | 1492.73%-1467.6pp | 318.53%-293.4pp |
| Employer contribution / active EE | $859 | $2,168-60.4% | $2,960-71.0% | $2,565-66.5% |
| Participant deferral / active EE | $2,363 | $3,166-25.4% | $4,276-44.8% | $3,952-40.2% |
| Admin fee / account holder | $4,832 | $4,593+5.2% | $5,949-18.8% | $6,260-22.8% |