Filed January 14, 2009 (most recent of 4 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 9-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 | $49,910 | $99,918-50.0% | $81,382-38.7% | $145,922-65.8% |
| Participation rate | 84.2% | 74.2%+10.0pp | 69.5%+14.7pp | 80.3%+3.9pp |
| Annual return | 7.91% | 34.32%-26.4pp | 24.73%-16.8pp | 561.29%-553.4pp |
| Employer contribution / active EE | $788 | $2,978-73.5% | $2,463-68.0% | $4,660-83.1% |
| Participant deferral / active EE | $2,563 | $4,605-44.3% | $3,883-34.0% | $6,688-61.7% |
| Admin fee / account holder | $18,696 | $8,212+127.7% | $5,768+224.1% | $13,397+39.6% |