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 | $103,700 | $96,635+7.3% | $86,612+19.7% | $139,434-25.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.29% | 106.41%-101.1pp | 591.07%-585.8pp | 372.94%-367.6pp |
| Employer contribution / active EE | $2,901 | $3,263-11.1% | $3,022-4.0% | $4,751-38.9% |
| Participant deferral / active EE | $7,535 | $4,836+55.8% | $4,438+69.8% | $6,710+12.3% |
| Admin fee / account holder | $17,253 | $6,408+169.3% | $5,614+207.3% | $11,403+51.3% |