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 | $37,578 | $123,793-69.6% | $177,821-78.9% | $79,858-52.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.20% | 22.82%-10.6pp | 48.32%-36.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,431 | $4,095-40.6% | $5,918-58.9% | $2,471-1.6% |
| Participant deferral / active EE | $3,180 | $5,956-46.6% | $7,714-58.8% | $3,740-15.0% |
| Admin fee / account holder | $5,880 | $7,243-18.8% | $12,427-52.7% | $5,306+10.8% |