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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,373 | $89,355+100.7% | $141,162+27.1% | $72,985+145.8% |
| Participation rate | 91.9% | 75.1%+16.8pp | 82.5%+9.4pp | 69.5%+22.4pp |
| Annual return | 17.90% | 111.85%-93.9pp | 71.39%-53.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $5,405 | $3,114+73.6% | $4,735+14.2% | $2,440+121.5% |
| Participant deferral / active EE | $1,858 | $5,418-65.7% | $6,709-72.3% | $3,607-48.5% |
| Admin fee / account holder | $8,988 | $5,958+50.8% | $10,261-12.4% | $5,124+75.4% |