Filed May 21, 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 7-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 | $15,966 | $39,122-59.2% | $57,179-72.1% | $62,891-74.6% |
| Participation rate | 89.9% | 70.5%+19.4pp | 75.3%+14.5pp | 69.3%+20.5pp |
| Annual return | -3.92% | 9.23%-13.2pp | 14.59%-18.5pp | 20.14%-24.1pp |
| Employer contribution / active EE | $1,055 | $1,874-43.7% | $2,682-60.7% | $2,281-53.7% |
| Participant deferral / active EE | $1,884 | $2,374-20.6% | $3,096-39.2% | $3,203-41.2% |
| Admin fee / account holder | $1,831 | $2,592-29.4% | $3,139-41.7% | $4,296-57.4% |