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 | $182,174 | $56,053+225.0% | $75,972+139.8% | $80,856+125.3% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 8.98% | 20.53%-11.6pp | 359.55%-350.6pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,613 | $1,874-13.9% | $2,685-39.9% | $2,755-41.5% |
| Participant deferral / active EE | $8,108 | $3,052+165.7% | $4,255+90.5% | $4,296+88.8% |
| Admin fee / account holder | $45,300 | $5,234+765.6% | $6,467+600.5% | $6,918+554.8% |