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.)
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 | $24,155 | $202,318-88.1% | $172,739-86.0% | $152,861-84.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.01% | 1029.65%-1004.6pp | 802.84%-777.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,984 | $5,856-66.1% | $5,143-61.4% | $4,762-58.3% |
| Participant deferral / active EE | $4,736 | $5,948-20.4% | $5,198-8.9% | $5,850-19.0% |
| Admin fee / account holder | $4,727 | $17,109-72.4% | $13,954-66.1% | $11,596-59.2% |