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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,380 | $138,347-62.1% | $184,203-71.6% | $80,856-35.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.95% | 20.02%-9.1pp | 28.81%-17.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,046 | $4,850-37.2% | $6,427-52.6% | $2,755+10.6% |
| Participant deferral / active EE | $4,358 | $7,071-38.4% | $9,131-52.3% | $4,296+1.5% |
| Admin fee / account holder | $1,724 | $10,483-83.6% | $13,901-87.6% | $6,918-75.1% |