Filed October 20, 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 | $91,203 | $94,529-3.5% | $140,016-34.9% | $64,186+42.1% |
| Participation rate | 87.8% | 84.1%+3.7pp | 87.5%+0.3pp | 69.6%+18.2pp |
| Annual return | -6.08% | 7.77%-13.8pp | 651.12%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,168 | $3,812-16.9% | $5,606-43.5% | $2,381+33.1% |
| Participant deferral / active EE | $1,923 | $5,250-63.4% | $6,927-72.2% | $3,470-44.6% |
| Admin fee / account holder | $7,711 | $6,741+14.4% | $10,705-28.0% | $4,888+57.8% |