Filed June 8, 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 | $19,567 | $77,634-74.8% | $156,549-87.5% | $62,891-68.9% |
| Participation rate | 73.7% | 71.2%+2.5pp | 84.0%-10.3pp | 69.3%+4.4pp |
| Annual return | 4.08% | 50.32%-46.2pp | 32.23%-28.1pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,217 | $3,444-64.7% | $5,501-77.9% | $2,281-46.6% |
| Participant deferral / active EE | $2,153 | $3,045-29.3% | $4,871-55.8% | $3,203-32.8% |
| Admin fee / account holder | $13,504 | $5,561+142.8% | $13,027+3.7% | $4,296+214.4% |