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.)
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 | $417,623 | $86,922+380.5% | $102,438+307.7% | $80,874+416.4% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 9.84% | 18.90%-9.1pp | 29.37%-19.5pp | 35.62%-25.8pp |
| Employer contribution / active EE | $15,385 | $2,369+549.3% | $3,024+408.8% | $2,756+458.3% |
| Participant deferral / active EE | $4,926 | $4,119+19.6% | $5,054-2.5% | $4,297+14.6% |
| Admin fee / account holder | $45,971 | $8,050+471.1% | $9,448+386.6% | $6,935+562.9% |