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 | $105,936 | $125,758-15.8% | $169,993-37.7% | $75,163+40.9% |
| Participation rate | 86.8% | 83.6%+3.2pp | 87.0%-0.2pp | 67.2%+19.6pp |
| Annual return | 16.58% | 27.20%-10.6pp | 53.37%-36.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,883 | $4,615-37.5% | $6,785-57.5% | $2,670+8.0% |
| Participant deferral / active EE | $1,678 | $6,837-75.5% | $10,408-83.9% | $4,125-59.3% |
| Admin fee / account holder | $7,534 | $8,173-7.8% | $12,815-41.2% | $5,651+33.3% |