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 | $85,535 | $110,094-22.3% | $151,611-43.6% | $68,494+24.9% |
| Participation rate | 86.8% | 84.0%+2.8pp | 87.5%-0.7pp | 67.9%+18.9pp |
| Annual return | -15.41% | -10.12%-5.3pp | 3.33%-18.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,608 | $4,471-41.7% | $6,166-57.7% | $2,596+0.5% |
| Participant deferral / active EE | $1,475 | $6,527-77.4% | $8,363-82.4% | $4,027-63.4% |
| Admin fee / account holder | $10,203 | $7,719+32.2% | $11,616-12.2% | $5,403+88.8% |