Filed June 8, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,257 | $91,190-42.7% | $178,490-70.7% | $79,858-34.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.02% | 24.19%-17.2pp | 151.07%-144.1pp | 31.71%-24.7pp |
| Employer contribution / active EE | $4,265 | $3,256+31.0% | $5,011-14.9% | $2,471+72.6% |
| Participant deferral / active EE | $4,587 | $3,236+41.7% | $5,202-11.8% | $3,740+22.6% |
| Admin fee / account holder | $40,509 | $6,751+500.0% | $13,984+189.7% | $5,306+663.4% |