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 | $158,351 | $99,985+58.4% | $146,665+8.0% | $85,850+84.5% |
| Participation rate | 89.2% | 73.1%+16.1pp | 80.1%+9.1pp | 69.3%+19.9pp |
| Annual return | 10.96% | 18.93%-8.0pp | 22.74%-11.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $5,171 | $2,559+102.1% | $4,136+25.0% | $2,565+101.6% |
| Participant deferral / active EE | $8,644 | $4,006+115.8% | $5,506+57.0% | $3,952+118.7% |
| Admin fee / account holder | $32,638 | $7,702+323.7% | $10,280+217.5% | $6,260+421.4% |