Filed June 22, 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 | $87,030 | $201,272-56.8% | $184,203-52.8% | $145,922-40.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.84% | 29.00%-18.2pp | 28.81%-18.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,220 | $7,022-68.4% | $6,427-65.5% | $4,660-52.4% |
| Participant deferral / active EE | $1,959 | $9,806-80.0% | $9,131-78.5% | $6,688-70.7% |
| Admin fee / account holder | $4,581 | $16,364-72.0% | $13,901-67.0% | $13,397-65.8% |