Filed December 21, 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 | $105,188 | $78,672+33.7% | $109,143-3.6% | $85,850+22.5% |
| Participation rate | 97.3% | 68.3%+29.0pp | 75.9%+21.4pp | 69.3%+27.9pp |
| Annual return | 5.35% | 25.09%-19.7pp | 25.75%-20.4pp | 318.53%-313.2pp |
| Employer contribution / active EE | $1,370 | $2,735-49.9% | $3,722-63.2% | $2,565-46.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,917 | $5,469-28.4% | $6,752-42.0% | $6,260-37.4% |