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 | $54,444 | $138,347-60.6% | $184,203-70.4% | $80,856-32.7% |
| Participation rate | 96.4% | 83.9%+12.6pp | 86.8%+9.6pp | 67.6%+28.8pp |
| Annual return | 10.65% | 20.02%-9.4pp | 28.81%-18.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,119 | $4,850-35.7% | $6,427-51.5% | $2,755+13.2% |
| Participant deferral / active EE | $4,113 | $7,071-41.8% | $9,131-55.0% | $4,296-4.3% |
| Admin fee / account holder | $11,988 | $10,483+14.3% | $13,901-13.8% | $6,918+73.3% |