Filed March 23, 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 | $96,634 | $94,529+2.2% | $140,016-31.0% | $64,186+50.6% |
| Participation rate | 85.7% | 84.1%+1.6pp | 87.5%-1.8pp | 69.6%+16.1pp |
| Annual return | -5.37% | 7.77%-13.1pp | 651.12%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,064 | $3,812-45.8% | $5,606-63.2% | $2,381-13.3% |
| Participant deferral / active EE | $4,349 | $5,250-17.2% | $6,927-37.2% | $3,470+25.3% |
| Admin fee / account holder | $1,534 | $6,741-77.2% | $10,705-85.7% | $4,888-68.6% |