Filed May 21, 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 | $132,302 | $72,177+83.3% | $115,037+15.0% | $59,632+121.9% |
| Participation rate | 80.4% | 72.6%+7.8pp | 81.4%-1.0pp | 68.7%+11.7pp |
| Annual return | -1.17% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $3,125 | $2,841+10.0% | $4,608-32.2% | $2,203+41.9% |
| Participant deferral / active EE | $9,107 | $4,783+90.4% | $6,026+51.1% | $3,192+185.3% |
| Admin fee / account holder | $9,866 | $4,927+100.2% | $8,175+20.7% | $4,297+129.6% |