Filed January 22, 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 | $43,488 | $54,380-20.0% | $68,509-36.5% | $59,632-27.1% |
| Participation rate | 95.9% | 70.2%+25.7pp | 74.7%+21.1pp | 68.7%+27.2pp |
| Annual return | -2.45% | 2.83%-5.3pp | 8.27%-10.7pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $2,153 | $1,539+39.9% | $2,278-5.5% | $2,203-2.3% |
| Participant deferral / active EE | $3,546 | $2,643+34.2% | $3,382+4.8% | $3,192+11.1% |
| Admin fee / account holder | $2,373 | $3,885-38.9% | $5,275-55.0% | $4,297-44.8% |