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 | $160,579 | $85,766+87.2% | $136,294+17.8% | $70,131+129.0% |
| Participation rate | 94.4% | 74.2%+20.3pp | 81.9%+12.5pp | 69.5%+24.9pp |
| Annual return | 12.63% | 31.45%-18.8pp | 5155.94%-5143.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $9,684 | $2,966+226.5% | $4,695+106.2% | $2,342+313.4% |
| Participant deferral / active EE | $5,819 | $5,051+15.2% | $6,247-6.9% | $3,332+74.6% |
| Admin fee / account holder | $14,648 | $5,420+170.2% | $9,243+58.5% | $4,645+215.3% |