Filed October 7, 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 9-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,752 | $109,359-69.1% | $162,163-79.2% | $72,985-53.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.50% | 25.46%-6.0pp | 115.59%-96.1pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,317 | $3,907-40.7% | $5,614-58.7% | $2,440-5.0% |
| Participant deferral / active EE | $2,961 | $5,481-46.0% | $7,298-59.4% | $3,607-17.9% |
| Admin fee / account holder | $822 | $7,972-89.7% | $10,843-92.4% | $5,124-84.0% |