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 | $216,980 | $102,317+112.1% | $146,958+47.6% | $80,856+168.4% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.2%+5.9pp | 67.6%+20.5pp |
| Annual return | 10.47% | 134.76%-124.3pp | 418.34%-407.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $6,667 | $3,713+79.5% | $4,933+35.1% | $2,755+142.0% |
| Participant deferral / active EE | $3,770 | $6,644-43.3% | $8,070-53.3% | $4,296-12.2% |
| Admin fee / account holder | $11,527 | $7,941+45.2% | $12,998-11.3% | $6,918+66.6% |