Filed January 4, 2010
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 | $179,590 | $73,933+142.9% | $96,683+85.8% | $75,163+138.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 9.00% | 26.70%-17.7pp | 35.69%-26.7pp | 160.62%-151.6pp |
| Employer contribution / active EE | $3,225 | $2,928+10.2% | $3,737-13.7% | $2,670+20.8% |
| Participant deferral / active EE | $7,037 | $3,659+92.3% | $4,878+44.2% | $4,125+70.6% |
| Admin fee / account holder | $13,838 | $5,216+165.3% | $6,730+105.6% | $5,651+144.9% |