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 | $179,694 | $51,175+251.1% | $70,515+154.8% | $75,163+139.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 12.65% | 30.02%-17.4pp | 32.77%-20.1pp | 160.62%-148.0pp |
| Employer contribution / active EE | $2,000 | $1,826+9.5% | $2,973-32.7% | $2,670-25.1% |
| Participant deferral / active EE | $10,409 | $2,849+265.3% | $4,567+127.9% | $4,125+152.3% |
| Admin fee / account holder | $12,420 | $4,091+203.6% | $6,412+93.7% | $5,651+119.8% |