Filed August 28, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,416 | $114,381+119.8% | $107,525+133.8% | $142,382+76.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 5.48% | 242.71%-237.2pp | 181.32%-175.8pp | 217.08%-211.6pp |
| Employer contribution / active EE | $3,912 | $4,015-2.6% | $3,754+4.2% | $4,299-9.0% |
| Participant deferral / active EE | $14,593 | $5,564+162.3% | $5,116+185.3% | $6,507+124.3% |
| Admin fee / account holder | $95,668 | $9,860+870.3% | $8,919+972.7% | $12,624+657.8% |