Filed June 8, 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 10-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.
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 | $56,723 | $70,428-19.5% | $96,562-41.3% | $85,850-33.9% |
| Participation rate | 91.5% | 61.8%+29.7pp | 69.8%+21.7pp | 69.3%+22.2pp |
| Annual return | 15.19% | 18.59%-3.4pp | 37.78%-22.6pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,539 | $1,413+8.9% | $2,356-34.7% | $2,565-40.0% |
| Participant deferral / active EE | $1,269 | $2,894-56.1% | $3,849-67.0% | $3,952-67.9% |
| Admin fee / account holder | $2,846 | $4,997-43.0% | $6,181-53.9% | $6,260-54.5% |