Filed October 2, 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 | $75,067 | $102,966-27.1% | $90,281-16.9% | $152,861-50.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 2.78% | 95.16%-92.4pp | 78.10%-75.3pp | 345.32%-342.5pp |
| Employer contribution / active EE | $2,539 | $3,139-19.1% | $2,854-11.0% | $4,762-46.7% |
| Participant deferral / active EE | $7,139 | $4,281+66.7% | $3,885+83.7% | $5,850+22.0% |
| Admin fee / account holder | $4,748 | $6,171-23.1% | $5,351-11.3% | $11,596-59.1% |