Filed August 14, 2009 (most recent of 3 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.
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 | $45,500 | $64,348-29.3% | $90,160-49.5% | $70,131-35.1% |
| Participation rate | 74.4% | 70.4%+3.9pp | 76.9%-2.5pp | 69.5%+4.8pp |
| Annual return | 10.16% | 28.13%-18.0pp | 34.88%-24.7pp | 73.14%-63.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,677 | $4,389-16.2% | $5,288-30.5% | $3,332+10.4% |
| Admin fee / account holder | $5,741 | $3,944+45.6% | $5,943-3.4% | $4,645+23.6% |