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 | $131,972 | $91,538+44.2% | $129,995+1.5% | $75,163+75.6% |
| Participation rate | 86.0% | 71.4%+14.6pp | 78.5%+7.6pp | 67.2%+18.9pp |
| Annual return | 11.11% | -631.11%+642.2pp | -137.18%+148.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $4,651 | $2,845+63.5% | $4,320+7.7% | $2,670+74.2% |
| Participant deferral / active EE | $8,427 | $4,341+94.1% | $5,820+44.8% | $4,125+104.3% |
| Admin fee / account holder | $32,395 | $6,790+377.1% | $10,614+205.2% | $5,651+473.3% |