Filed June 8, 2009 (most recent of 2 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 | $116,987 | $72,404+61.6% | $110,238+6.1% | $64,186+82.3% |
| Participation rate | 94.6% | 73.3%+21.3pp | 79.8%+14.8pp | 69.6%+25.0pp |
| Annual return | -9.58% | -6.29%-3.3pp | 314.74%-324.3pp | 7.63%-17.2pp |
| Employer contribution / active EE | $4,324 | $2,282+89.5% | $3,826+13.0% | $2,381+81.6% |
| Participant deferral / active EE | $8,126 | $3,469+134.2% | $4,672+73.9% | $3,470+134.2% |
| Admin fee / account holder | $3,592 | $5,664-36.6% | $8,547-58.0% | $4,888-26.5% |