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 | $166,495 | $109,881+51.5% | $150,045+11.0% | $84,808+96.3% |
| Participation rate | 71.9% | 76.1%-4.2pp | 82.3%-10.4pp | 68.3%+3.6pp |
| Annual return | 5.57% | 28.25%-22.7pp | 62.55%-57.0pp | 40.90%-35.3pp |
| Employer contribution / active EE | $5,316 | $3,561+49.3% | $4,693+13.3% | $2,631+102.0% |
| Participant deferral / active EE | $7,115 | $6,636+7.2% | $7,997-11.0% | $4,212+68.9% |
| Admin fee / account holder | $19,565 | $8,568+128.3% | $13,435+45.6% | $7,344+166.4% |