Filed February 18, 2009 (most recent of 5 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 | $240,504 | $51,175+370.0% | $70,515+241.1% | $75,163+220.0% |
| Participation rate | 95.1% | 60.9%+34.1pp | 68.3%+26.7pp | 67.2%+27.9pp |
| Annual return | 10.39% | 30.02%-19.6pp | 32.77%-22.4pp | 160.62%-150.2pp |
| Employer contribution / active EE | $2,859 | $1,826+56.6% | $2,973-3.8% | $2,670+7.1% |
| Participant deferral / active EE | $10,416 | $2,849+265.6% | $4,567+128.1% | $4,125+152.5% |
| Admin fee / account holder | $65,360 | $4,091+1497.8% | $6,412+919.3% | $5,651+1056.6% |