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 | $86,616 | $56,357+53.7% | $104,294-17.0% | $68,494+26.5% |
| Participation rate | 93.8% | 63.3%+30.5pp | 73.3%+20.5pp | 67.9%+25.9pp |
| Annual return | -19.55% | -9.19%-10.4pp | 24.61%-44.2pp | -7.84%-11.7pp |
| Employer contribution / active EE | $4,172 | $1,960+112.9% | $3,372+23.7% | $2,596+60.7% |
| Participant deferral / active EE | $5,247 | $3,077+70.5% | $4,625+13.4% | $4,027+30.3% |
| Admin fee / account holder | $1,491 | $4,903-69.6% | $7,339-79.7% | $5,403-72.4% |