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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,231 | $125,758-57.7% | $169,993-68.7% | $75,163-29.2% |
| Participation rate | 94.6% | 83.6%+11.1pp | 87.0%+7.6pp | 67.2%+27.5pp |
| Annual return | 12.51% | 27.20%-14.7pp | 53.37%-40.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,603 | $4,615-43.6% | $6,785-61.6% | $2,670-2.5% |
| Participant deferral / active EE | $3,572 | $6,837-47.8% | $10,408-65.7% | $4,125-13.4% |
| Admin fee / account holder | $1,231 | $8,173-84.9% | $12,815-90.4% | $5,651-78.2% |