Filed December 3, 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 9-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 | $66,194 | $110,094-39.9% | $151,611-56.3% | $68,494-3.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.67% | -10.12%-2.6pp | 3.33%-16.0pp | -7.84%-4.8pp |
| Employer contribution / active EE | $6,359 | $4,471+42.2% | $6,166+3.1% | $2,596+144.9% |
| Participant deferral / active EE | $1,829 | $6,527-72.0% | $8,363-78.1% | $4,027-54.6% |
| Admin fee / account holder | $17,617 | $7,719+128.2% | $11,616+51.7% | $5,403+226.1% |