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 | $106,749+81.0% | $145,433+32.9% | $82,448+134.4% |
| Participation rate | 87.1% | 75.6%+11.4pp | 82.1%+5.0pp | 68.1%+19.0pp |
| Annual return | 10.33% | 27.59%-17.3pp | 66.58%-56.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $2,902 | $3,444-15.7% | $4,554-36.3% | $2,551+13.8% |
| Participant deferral / active EE | $7,862 | $6,519+20.6% | $7,897-0.4% | $4,139+89.9% |
| Admin fee / account holder | $18,787 | $8,390+123.9% | $13,129+43.1% | $7,234+159.7% |