Filed November 24, 2009 (most recent of 2 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 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,593 | $61,660-61.7% | $80,019-70.5% | $64,186-63.2% |
| Participation rate | 75.0% | 71.7%+3.3pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | -4.01% | -0.33%-3.7pp | 11.22%-15.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $272 | $1,810-85.0% | $2,468-89.0% | $2,381-88.6% |
| Participant deferral / active EE | $1,235 | $2,968-58.4% | $3,686-66.5% | $3,470-64.4% |
| Admin fee / account holder | $2,461 | $5,417-54.6% | $6,521-62.3% | $4,888-49.7% |