Filed October 9, 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 | $193,230 | $109,881+75.9% | $150,045+28.8% | $84,808+127.8% |
| Participation rate | 87.1% | 76.1%+11.0pp | 82.3%+4.8pp | 68.3%+18.8pp |
| Annual return | 10.33% | 28.25%-17.9pp | 62.55%-52.2pp | 40.90%-30.6pp |
| Employer contribution / active EE | $2,902 | $3,561-18.5% | $4,693-38.2% | $2,631+10.3% |
| Participant deferral / active EE | $7,862 | $6,636+18.5% | $7,997-1.7% | $4,212+86.7% |
| Admin fee / account holder | $18,787 | $8,568+119.3% | $13,435+39.8% | $7,344+155.8% |