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 | $198,786 | $109,817+81.0% | $98,442+101.9% | $167,490+18.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.05% | 1956.69%-1948.6pp | 1492.73%-1484.7pp | 478.56%-470.5pp |
| Employer contribution / active EE | $1,716 | $3,224-46.8% | $2,960-42.0% | $4,837-64.5% |
| Participant deferral / active EE | $2,717 | $4,673-41.9% | $4,276-36.5% | $6,341-57.1% |
| Admin fee / account holder | $2,740 | $6,753-59.4% | $5,949-53.9% | $12,309-77.7% |