Filed February 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 | $123,856 | $150,440-17.7% | $136,294-9.1% | $147,584-16.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.07% | 1049.08%-1032.0pp | 5155.94%-5138.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $8,176 | $5,256+55.6% | $4,695+74.1% | $4,876+67.7% |
| Participant deferral / active EE | $8,647 | $6,630+30.4% | $6,247+38.4% | $5,439+59.0% |
| Admin fee / account holder | $18,223 | $10,905+67.1% | $9,243+97.1% | $10,885+67.4% |