Filed January 15, 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 | $65,433 | $58,828+11.2% | $77,999-16.1% | $62,891+4.0% |
| Participation rate | 76.0% | 71.1%+4.9pp | 75.5%+0.5pp | 69.3%+6.7pp |
| Annual return | 2.26% | 17.16%-14.9pp | 425.96%-423.7pp | 20.14%-17.9pp |
| Employer contribution / active EE | $2,242 | $1,672+34.1% | $2,470-9.2% | $2,281-1.7% |
| Participant deferral / active EE | $4,254 | $2,686+58.4% | $3,497+21.7% | $3,203+32.8% |
| Admin fee / account holder | $2,065 | $4,393-53.0% | $5,480-62.3% | $4,296-51.9% |