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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,987 | $71,057+95.6% | $93,654+48.4% | $80,874+71.9% |
| Participation rate | 84.0% | 60.4%+23.6pp | 68.7%+15.3pp | 67.6%+16.4pp |
| Annual return | 8.55% | 11.26%-2.7pp | 133.34%-124.8pp | 35.62%-27.1pp |
| Employer contribution / active EE | $2,679 | $1,564+71.3% | $2,421+10.7% | $2,756-2.8% |
| Participant deferral / active EE | $4,912 | $4,034+21.8% | $4,413+11.3% | $4,297+14.3% |
| Admin fee / account holder | $59,052 | $6,944+750.4% | $8,282+613.0% | $6,935+751.5% |