Filed June 8, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $151,436 | $85,766+76.6% | $136,294+11.1% | $70,131+115.9% |
| Participation rate | 90.7% | 74.2%+16.6pp | 81.9%+8.8pp | 69.5%+21.2pp |
| Annual return | 11.38% | 31.45%-20.1pp | 5155.94%-5144.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $10,919 | $2,966+268.1% | $4,695+132.5% | $2,342+366.1% |
| Participant deferral / active EE | $1,167 | $5,051-76.9% | $6,247-81.3% | $3,332-65.0% |
| Admin fee / account holder | $3,186 | $5,420-41.2% | $9,243-65.5% | $4,645-31.4% |