Filed October 7, 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 | $23,552 | $94,529-75.1% | $140,016-83.2% | $64,186-63.3% |
| Participation rate | 83.3% | 84.1%-0.8pp | 87.5%-4.2pp | 69.6%+13.8pp |
| Annual return | -7.20% | 7.77%-15.0pp | 651.12%-658.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,042 | $3,812-46.4% | $5,606-63.6% | $2,381-14.2% |
| Participant deferral / active EE | $2,682 | $5,250-48.9% | $6,927-61.3% | $3,470-22.7% |
| Admin fee / account holder | $2,497 | $6,741-63.0% | $10,705-76.7% | $4,888-48.9% |