Filed February 4, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,248 | $146,267+28.7% | $197,124-4.5% | $82,448+128.3% |
| Participation rate | 72.1% | 84.0%-11.9pp | 86.7%-14.6pp | 68.1%+4.0pp |
| Annual return | 11.10% | 29.61%-18.5pp | 44.34%-33.2pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $16,415 | $7,035+133.3% | $9,135+79.7% | $4,139+296.6% |
| Admin fee / account holder | $5,661 | $14,422-60.7% | $16,298-65.3% | $7,234-21.8% |