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 | $156,305 | $74,888+108.7% | $71,209+119.5% | $142,382+9.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.18% | 345.14%-338.0pp | 282.51%-275.3pp | 217.08%-209.9pp |
| Employer contribution / active EE | $2,783 | $2,854-2.5% | $2,721+2.3% | $4,299-35.3% |
| Participant deferral / active EE | $13,315 | $4,454+198.9% | $4,175+218.9% | $6,507+104.6% |
| Admin fee / account holder | $21,229 | $5,568+281.2% | $5,349+296.9% | $12,624+68.2% |