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.
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 | $210,747 | $105,181+100.4% | $159,436+32.2% | $85,850+145.5% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.8%+9.3pp | 69.3%+22.8pp |
| Annual return | 10.39% | 45.07%-34.7pp | 263.57%-253.2pp | 318.53%-308.1pp |
| Employer contribution / active EE | $6,579 | $3,318+98.3% | $4,829+36.2% | $2,565+156.5% |
| Participant deferral / active EE | $2,766 | $5,945-53.5% | $7,352-62.4% | $3,952-30.0% |
| Admin fee / account holder | $7,775 | $6,933+12.1% | $10,799-28.0% | $6,260+24.2% |