Filed February 26, 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 | $134,765 | $72,404+86.1% | $110,238+22.2% | $64,186+110.0% |
| Participation rate | 77.5% | 73.3%+4.2pp | 79.8%-2.3pp | 69.6%+7.9pp |
| Annual return | -7.86% | -6.29%-1.6pp | 314.74%-322.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,229 | $2,282-2.3% | $3,826-41.7% | $2,381-6.4% |
| Participant deferral / active EE | $4,018 | $3,469+15.8% | $4,672-14.0% | $3,470+15.8% |
| Admin fee / account holder | $6,253 | $5,664+10.4% | $8,547-26.8% | $4,888+27.9% |