Filed July 22, 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 | $52,153 | $72,177-27.7% | $115,037-54.7% | $59,632-12.5% |
| Participation rate | 75.3% | 72.6%+2.8pp | 81.4%-6.0pp | 68.7%+6.7pp |
| Annual return | -2.70% | 12.02%-14.7pp | 26.14%-28.8pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $2,439 | $2,841-14.2% | $4,608-47.1% | $2,203+10.7% |
| Participant deferral / active EE | $4,165 | $4,783-12.9% | $6,026-30.9% | $3,192+30.5% |
| Admin fee / account holder | $3,908 | $4,927-20.7% | $8,175-52.2% | $4,297-9.1% |