Filed October 1, 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 | $89,534 | $58,851+52.1% | $115,157-22.3% | $72,985+22.7% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 6.12% | 23.16%-17.0pp | 35.60%-29.5pp | 81.00%-74.9pp |
| Employer contribution / active EE | $4,716 | $1,798+162.3% | $3,179+48.4% | $2,440+93.3% |
| Participant deferral / active EE | $6,051 | $2,643+129.0% | $4,168+45.2% | $3,607+67.8% |
| Admin fee / account holder | $434 | $6,370-93.2% | $7,088-93.9% | $5,124-91.5% |