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.
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 | $175,893 | $89,355+96.8% | $141,162+24.6% | $72,985+141.0% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.6pp | 69.5%+28.6pp |
| Annual return | 5.27% | 111.85%-106.6pp | 71.39%-66.1pp | 81.00%-75.7pp |
| Employer contribution / active EE | $7,813 | $3,114+150.9% | $4,735+65.0% | $2,440+220.2% |
| Participant deferral / active EE | $8,552 | $5,418+57.8% | $6,709+27.5% | $3,607+137.1% |
| Admin fee / account holder | $20,836 | $5,958+249.7% | $10,261+103.1% | $5,124+306.6% |