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 | $81,321 | $64,324+26.4% | $118,925-31.6% | $79,858+1.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 4.50% | 86.45%-82.0pp | 35.88%-31.4pp | 31.71%-27.2pp |
| Employer contribution / active EE | $4,705 | $1,836+156.3% | $3,263+44.2% | $2,471+90.4% |
| Participant deferral / active EE | $5,050 | $2,824+78.9% | $4,265+18.4% | $3,740+35.0% |
| Admin fee / account holder | $12,869 | $4,040+218.5% | $6,581+95.6% | $5,306+142.5% |