Filed February 26, 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 | $158,425 | $78,705+101.3% | $117,854+34.4% | $70,131+125.9% |
| Participation rate | 76.5% | 73.2%+3.3pp | 79.7%-3.2pp | 69.5%+6.9pp |
| Annual return | 25.56% | 23.30%+2.3pp | 335.08%-309.5pp | 73.14%-47.6pp |
| Employer contribution / active EE | $2,075 | $2,223-6.7% | $3,786-45.2% | $2,342-11.4% |
| Participant deferral / active EE | $3,807 | $3,297+15.5% | $4,482-15.1% | $3,332+14.3% |
| Admin fee / account holder | $1,320 | $5,065-73.9% | $8,020-83.5% | $4,645-71.6% |