Filed April 2, 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 | $132,063 | $64,480+104.8% | $81,382+62.3% | $80,856+63.3% |
| Participation rate | 70.4% | 63.9%+6.5pp | 69.5%+0.9pp | 67.6%+2.7pp |
| Annual return | 8.09% | 16.34%-8.2pp | 24.73%-16.6pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,657 | $1,978-16.2% | $2,463-32.7% | $2,755-39.8% |
| Participant deferral / active EE | $3,664 | $3,094+18.4% | $3,883-5.6% | $4,296-14.7% |
| Admin fee / account holder | $8,348 | $5,671+47.2% | $5,768+44.7% | $6,918+20.7% |