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.
Employer 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 | $70,182 | $125,758-44.2% | $169,993-58.7% | $75,163-6.6% |
| Participation rate | 91.5% | 83.6%+7.9pp | 87.0%+4.5pp | 67.2%+24.3pp |
| Annual return | 10.94% | 27.20%-16.3pp | 53.37%-42.4pp | 160.62%-149.7pp |
| Employer contribution / active EE | $5 | $4,615-99.9% | $6,785-99.9% | $2,670-99.8% |
| Participant deferral / active EE | $2,173 | $6,837-68.2% | $10,408-79.1% | $4,125-47.3% |
| Admin fee / account holder | $23,908 | $8,173+192.5% | $12,815+86.6% | $5,651+323.1% |