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 | $172,200 | $138,347+24.5% | $184,203-6.5% | $80,856+113.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.53% | 20.02%-5.5pp | 28.81%-14.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,615 | $4,850-46.1% | $6,427-59.3% | $2,755-5.1% |
| Participant deferral / active EE | $6,220 | $7,071-12.0% | $9,131-31.9% | $4,296+44.8% |
| Admin fee / account holder | $11,243 | $10,483+7.2% | $13,901-19.1% | $6,918+62.5% |