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 | $221,070 | $60,892+263.1% | $82,389+168.3% | $84,808+160.7% |
| Participation rate | 87.9% | 63.3%+24.6pp | 69.5%+18.3pp | 68.3%+19.6pp |
| Annual return | 12.85% | 37.29%-24.4pp | 28.67%-15.8pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,783 | $1,779+112.6% | $2,517+50.3% | $2,631+43.8% |
| Participant deferral / active EE | $9,671 | $3,179+204.2% | $4,155+132.8% | $4,212+129.6% |
| Admin fee / account holder | $24,203 | $5,467+342.7% | $7,231+234.7% | $7,344+229.6% |