Filed August 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 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,003 | $95,803+182.9% | $113,168+139.5% | $84,808+219.6% |
| Participation rate | 77.4% | 72.9%+4.6pp | 76.6%+0.9pp | 68.3%+9.1pp |
| Annual return | 12.14% | 25.00%-12.9pp | 24.27%-12.1pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,596 | $2,360-32.4% | $2,975-46.4% | $2,631-39.3% |
| Participant deferral / active EE | $6,836 | $4,242+61.2% | $5,107+33.9% | $4,212+62.3% |
| Admin fee / account holder | $23,685 | $8,989+163.5% | $12,068+96.3% | $7,344+222.5% |