Filed March 17, 2009 (most recent of 3 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 | $215,779 | $87,841+145.6% | $133,980+61.1% | $62,891+243.1% |
| Participation rate | 93.6% | 83.4%+10.2pp | 87.1%+6.6pp | 69.3%+24.3pp |
| Annual return | 7.22% | 12.05%-4.8pp | 29.30%-22.1pp | 20.14%-12.9pp |
| Employer contribution / active EE | $5,198 | $3,483+49.3% | $5,211-0.2% | $2,281+127.9% |
| Participant deferral / active EE | $9,111 | $4,812+89.3% | $6,282+45.0% | $3,203+184.5% |
| Admin fee / account holder | $16,628 | $5,371+209.6% | $9,324+78.3% | $4,296+287.1% |