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 | $132,235 | $109,359+20.9% | $162,163-18.5% | $72,985+81.2% |
| Participation rate | 81.4% | 84.3%-2.9pp | 87.6%-6.2pp | 69.5%+11.9pp |
| Annual return | 21.81% | 25.46%-3.7pp | 115.59%-93.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,337 | $3,907-40.2% | $5,614-58.4% | $2,440-4.2% |
| Participant deferral / active EE | $5,123 | $5,481-6.5% | $7,298-29.8% | $3,607+42.0% |
| Admin fee / account holder | $10,198 | $7,972+27.9% | $10,843-5.9% | $5,124+99.0% |