Filed April 7, 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 | $65,788 | $53,018+24.1% | $70,014-6.0% | $62,891+4.6% |
| Participation rate | 82.1% | 67.2%+14.9pp | 71.8%+10.3pp | 69.3%+12.8pp |
| Annual return | 4.52% | 13.35%-8.8pp | 12.99%-8.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,546 | $1,799-14.1% | $2,338-33.9% | $2,281-32.2% |
| Participant deferral / active EE | $6,045 | $2,395+152.4% | $2,931+106.3% | $3,203+88.7% |
| Admin fee / account holder | $1,408 | $3,690-61.8% | $4,380-67.9% | $4,296-67.2% |