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 | $164,173 | $77,813+111.0% | $123,544+32.9% | $64,186+155.8% |
| Participation rate | 92.7% | 74.7%+18.0pp | 82.3%+10.4pp | 69.6%+23.1pp |
| Annual return | -5.71% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $5,488 | $3,014+82.1% | $4,628+18.6% | $2,381+130.5% |
| Participant deferral / active EE | $1,625 | $5,240-69.0% | $6,426-74.7% | $3,470-53.2% |
| Admin fee / account holder | $16,441 | $5,519+197.9% | $9,284+77.1% | $4,888+236.4% |