Filed May 21, 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 | $134,415 | $76,552+75.6% | $123,892+8.5% | $62,891+113.7% |
| Participation rate | 86.5% | 73.0%+13.6pp | 81.4%+5.1pp | 69.3%+17.2pp |
| Annual return | 5.66% | 18.68%-13.0pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $3,365 | $2,883+16.8% | $4,617-27.1% | $2,281+47.5% |
| Participant deferral / active EE | $10,381 | $4,840+114.5% | $5,984+73.5% | $3,203+224.1% |
| Admin fee / account holder | $16,758 | $4,826+247.3% | $8,357+100.5% | $4,296+290.1% |