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 | $118,883 | $78,926+50.6% | $136,749-13.1% | $84,808+40.2% |
| Participation rate | 97.3% | 62.2%+35.1pp | 72.1%+25.2pp | 68.3%+29.0pp |
| Annual return | 11.87% | 18.17%-6.3pp | 24.33%-12.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $4,900 | $2,134+129.6% | $3,400+44.1% | $2,631+86.2% |
| Participant deferral / active EE | $5,616 | $3,168+77.2% | $4,692+19.7% | $4,212+33.3% |
| Admin fee / account holder | $7,612 | $6,369+19.5% | $11,386-33.1% | $7,344+3.6% |