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 | $129,074 | $53,127+143.0% | $86,590+49.1% | $70,131+84.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.80% | 27.66%-15.9pp | 964.84%-953.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $2,468 | $2,068+19.3% | $2,839-13.1% | $2,342+5.4% |
| Participant deferral / active EE | $5,567 | $2,696+106.5% | $3,609+54.3% | $3,332+67.1% |
| Admin fee / account holder | $10,248 | $3,585+185.8% | $4,906+108.9% | $4,645+120.6% |