Filed March 25, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,066 | $100,041-87.9% | $149,718-91.9% | $70,131-82.8% |
| Participation rate | 97.7% | 83.6%+14.1pp | 87.1%+10.6pp | 69.5%+28.1pp |
| Annual return | 27.59% | 27.43%+0.2pp | 1501.63%-1474.0pp | 73.14%-45.5pp |
| Employer contribution / active EE | $2,202 | $3,662-39.9% | $5,445-59.6% | $2,342-6.0% |
| Participant deferral / active EE | $2,540 | $4,983-49.0% | $6,569-61.3% | $3,332-23.8% |
| Admin fee / account holder | $1,858 | $8,286-77.6% | $11,283-83.5% | $4,645-60.0% |