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 | $133,422 | $109,413+21.9% | $156,263-14.6% | $84,808+57.3% |
| Participation rate | 84.8% | 72.7%+12.1pp | 78.9%+5.9pp | 68.3%+16.5pp |
| Annual return | 10.24% | 20.18%-9.9pp | 59.47%-49.2pp | 40.90%-30.7pp |
| Employer contribution / active EE | $4,348 | $2,907+49.6% | $4,333+0.3% | $2,631+65.3% |
| Participant deferral / active EE | $7,669 | $4,590+67.1% | $6,158+24.5% | $4,212+82.1% |
| Admin fee / account holder | $34,821 | $9,357+272.2% | $14,255+144.3% | $7,344+374.2% |