Filed December 20, 2009
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 | $47,458 | $180,449-73.7% | $154,107-69.2% | $135,375-64.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.60% | 888.09%-899.7pp | 735.12%-746.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $4,802 | $6,035-20.4% | $5,298-9.4% | $4,779+0.5% |
| Participant deferral / active EE | $8,708 | $5,806+50.0% | $5,081+71.4% | $5,609+55.3% |
| Admin fee / account holder | $3,172 | $16,143-80.4% | $13,411-76.3% | $10,827-70.7% |