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 | $118,033 | $48,076+145.5% | $78,689+50.0% | $62,891+87.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 0.63% | 31.35%-30.7pp | 62.18%-61.5pp | 20.14%-19.5pp |
| Employer contribution / active EE | $2,561 | $2,015+27.1% | $2,851-10.2% | $2,281+12.3% |
| Participant deferral / active EE | $5,577 | $2,588+115.5% | $3,517+58.6% | $3,203+74.1% |
| Admin fee / account holder | $1,434 | $3,207-55.3% | $4,510-68.2% | $4,296-66.6% |