Filed January 9, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,577 | $56,277+18.3% | $80,975-17.8% | $62,891+5.9% |
| Participation rate | 78.9% | 69.0%+9.9pp | 75.8%+3.1pp | 69.3%+9.6pp |
| Annual return | -0.67% | 22.12%-22.8pp | 17.10%-17.8pp | 20.14%-20.8pp |
| Employer contribution / active EE | $613 | $1,943-68.5% | $3,714-83.5% | $2,281-73.1% |
| Participant deferral / active EE | $1,124 | $4,195-73.2% | $5,696-80.3% | $3,203-64.9% |
| Admin fee / account holder | $920 | $3,741-75.4% | $5,516-83.3% | $4,296-78.6% |