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 | $154,392 | $93,571+65.0% | $135,903+13.6% | $75,163+105.4% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.9%+8.5pp | 67.2%+23.2pp |
| Annual return | -7.10% | 30.90%-38.0pp | 68.23%-75.3pp | 160.62%-167.7pp |
| Employer contribution / active EE | $15,987 | $3,537+352.1% | $4,856+229.2% | $2,670+498.8% |
| Participant deferral / active EE | $8,384 | $6,404+30.9% | $7,758+8.1% | $4,125+103.2% |
| Admin fee / account holder | $18,221 | $6,975+161.2% | $10,762+69.3% | $5,651+222.5% |