Filed July 23, 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 | $241,443 | $76,912+213.9% | $129,110+87.0% | $68,494+252.5% |
| Participation rate | 90.7% | 69.1%+21.6pp | 77.3%+13.5pp | 67.9%+22.8pp |
| Annual return | -19.58% | -9.78%-9.8pp | -10.94%-8.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $8,420 | $3,243+159.7% | $5,052+66.7% | $2,596+224.3% |
| Participant deferral / active EE | $9,183 | $4,732+94.1% | $6,542+40.4% | $4,027+128.0% |
| Admin fee / account holder | $32,708 | $6,638+392.8% | $14,302+128.7% | $5,403+505.4% |