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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,865 | $138,347-20.6% | $184,203-40.4% | $80,856+35.9% |
| Participation rate | 86.0% | 83.9%+2.1pp | 86.8%-0.8pp | 67.6%+18.4pp |
| Annual return | 10.42% | 20.02%-9.6pp | 28.81%-18.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,816 | $4,850-41.9% | $6,427-56.2% | $2,755+2.2% |
| Participant deferral / active EE | $1,704 | $7,071-75.9% | $9,131-81.3% | $4,296-60.3% |
| Admin fee / account holder | $23,498 | $10,483+124.1% | $13,901+69.0% | $6,918+239.7% |