Filed November 19, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,641 | $137,414-84.3% | $189,513-88.6% | $85,850-74.8% |
| Participation rate | 94.3% | 84.6%+9.7pp | 87.8%+6.5pp | 69.3%+25.0pp |
| Annual return | 10.44% | 38.14%-27.7pp | 555.15%-544.7pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,735 | $4,344-60.1% | $6,162-71.8% | $2,565-32.4% |
| Participant deferral / active EE | $3,665 | $6,260-41.5% | $8,221-55.4% | $3,952-7.3% |
| Admin fee / account holder | $1,748 | $8,630-79.7% | $12,045-85.5% | $6,260-72.1% |