Filed July 8, 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 3-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 | $56,978 | $87,841-35.1% | $133,980-57.5% | $62,891-9.4% |
| Participation rate | 84.7% | 83.4%+1.3pp | 87.1%-2.4pp | 69.3%+15.4pp |
| Annual return | 5.65% | 12.05%-6.4pp | 29.30%-23.7pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,587 | $4,812-25.5% | $6,282-42.9% | $3,203+12.0% |
| Admin fee / account holder | $10,354 | $5,371+92.8% | $9,324+11.0% | $4,296+141.1% |