Filed December 9, 2009 (most recent of 3 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 | $145,349 | $55,706+160.9% | $75,886+91.5% | $72,985+99.2% |
| Participation rate | 97.1% | 61.1%+35.9pp | 69.3%+27.8pp | 69.5%+27.6pp |
| Annual return | 14.83% | 27.59%-12.8pp | 30.76%-15.9pp | 81.00%-66.2pp |
| Employer contribution / active EE | $1,279 | $1,687-24.1% | $2,500-48.8% | $2,440-47.6% |
| Participant deferral / active EE | $8,204 | $2,634+211.5% | $3,603+127.7% | $3,607+127.4% |
| Admin fee / account holder | $4,155 | $3,978+4.4% | $5,418-23.3% | $5,124-18.9% |