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 | $195,596 | $60,892+221.2% | $82,389+137.4% | $84,808+130.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 9.93% | 37.29%-27.4pp | 28.67%-18.7pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,733 | $1,779-2.6% | $2,517-31.1% | $2,631-34.1% |
| Participant deferral / active EE | $7,736 | $3,179+143.4% | $4,155+86.2% | $4,212+83.7% |
| Admin fee / account holder | $27,039 | $5,467+394.5% | $7,231+273.9% | $7,344+268.2% |