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 | $186,078 | $62,573+197.4% | $85,682+117.2% | $85,850+116.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 10.43% | 23.77%-13.3pp | 21.49%-11.1pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,191 | $1,757-32.2% | $2,618-54.5% | $2,565-53.6% |
| Participant deferral / active EE | $7,399 | $2,802+164.0% | $3,923+88.6% | $3,952+87.2% |
| Admin fee / account holder | $7,693 | $4,640+65.8% | $6,873+11.9% | $6,260+22.9% |