Filed January 9, 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 | $151,552 | $88,707+70.8% | $74,183+104.3% | $273,961-44.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.30% | 11.94%-4.6pp | 17.74%-10.4pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,207 | $3,159+1.5% | $2,370+35.3% | $4,869-34.1% |
| Participant deferral / active EE | $5,748 | $4,212+36.5% | $3,550+61.9% | $5,287+8.7% |
| Admin fee / account holder | $563 | $8,717-93.5% | $5,586-89.9% | $10,132-94.4% |