Filed September 1, 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 | $52,031 | $49,280+5.6% | $67,313-22.7% | $64,186-18.9% |
| Participation rate | 79.5% | 60.8%+18.7pp | 69.1%+10.4pp | 69.6%+9.9pp |
| Annual return | -9.05% | -1.39%-7.7pp | -4.08%-5.0pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,823 | $1,668+9.3% | $2,566-28.9% | $2,381-23.4% |
| Participant deferral / active EE | $4,284 | $2,484+72.5% | $3,568+20.1% | $3,470+23.5% |
| Admin fee / account holder | $348 | $3,863-91.0% | $4,507-92.3% | $4,888-92.9% |